According to a report by IT House, citing Bloomberg, Apple is quietly catching up with competitors in the field of artificial intelligence (AI), on the one hand, it has increased AI-related recruitment, on the other hand, it has also accelerated the maturity and implementation of AI technology through mergers and acquisitions of startups, and has begun to develop large language models internally. Since 2018, Apple has quietly acquired more than 20 companies related to AI technology, and only a few have made their transaction prices public, according to TrendForce. Apple, on the other hand, has been cautiously developing its own large language model, called Ajax. It promises to spend millions of dollars per day to train the model, with the goal of making it more powerful than OpenAI's ChatGPT 3.5 and Meta's LLaMA. Compared to other smartphone brands, Apple, with its already large base of paid subscribers, is better able to monetize its large language model services. If a killer app involving large language models emerges on smartphones in the future, Apple will have a unique advantage in building a subscription-based service. This advantage is attributed to Apple's recent changes in revenue composition, in particular the increasing contribution of "services" revenue.

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