Tim Cook g\u1ea7n \u0111\u00e2y \u0111\u00e3 n\u00f3i r\u1eb1ng vi\u1ec7c t\u0103ng gi\u00e1 l\u00e0 “kh\u00f4ng th\u1ec3 tr\u00e1nh kh\u1ecfi” v\u00e0 m\u00f4 t\u1ea3 gi\u00e1 c\u1ea3 c\u1ee7a c\u00f4ng ty l\u00e0 “kh\u00f4ng b\u1ec1n v\u1eefng”. M\u00e1y t\u00ednh x\u00e1ch tay MacBook Pro 16 inch \u0111\u00e3 c\u00f3 m\u1ee9c gi\u00e1 t\u0103ng th\u00eam $300. iPad Air 11 inch \u0111\u00e3 t\u1eeb $599 l\u00ean $749. ngay c\u1ea3 HomePod Mini c\u0169ng t\u0103ng th\u00eam $30 l\u00ean $129. Cook th\u1eb3ng th\u1eafn \u0111\u1eb7t tr\u00e1ch nhi\u1ec7m cho ng\u00e0nh c\u00f4ng nghi\u1ec7p tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, \u0111i\u1ec1u n\u00e0y kh\u00f4ng qu\u00e1 ng\u1ea1c nhi\u00ean. RAMageddon \u0111\u00e3 \u0111\u1ebfn v\u1edbi m\u00e1y t\u00ednh \u0111\u1ec3 b\u00e0n v\u00e0 c\u00e1c console ch\u01a1i game c\u1ee7a b\u1ea1n. Gi\u00e1 Xbox \u0111\u00e3 t\u0103ng g\u1ea7n 25% t\u00f9y thu\u1ed9c v\u00e0o model, v\u00e0 Nothing th\u1eadm ch\u00ed \u0111\u00e3 h\u1ee7y b\u1ecf m\u1ed9t cu\u1ed9c ra m\u1eaft \u0111i\u1ec7n tho\u1ea1i. Apple ch\u1ec9 l\u00e0 ng\u01b0\u1eddi m\u1edbi nh\u1ea5t t\u0103ng gi\u00e1 v\u00e0 \u0111\u1ed5 l\u1ed7i cho AI.<\/p>\n<\/div>\n
Gi\u00e1 t\u0103ng “l\u00e0 kinh t\u1ebf c\u01a1 b\u1ea3n”, theo Tim Derdenger, gi\u00e1o s\u01b0 marketing v\u00e0 chi\u1ebfn l\u01b0\u1ee3c t\u1ea1i Tr\u01b0\u1eddng Kinh doanh Tepper c\u1ee7a \u0110\u1ea1i h\u1ecdc Carnegie Mellon. Khi c\u00f4ng ngh\u1ec7 \u0111ang n\u1ed7 l\u1ef1c gi\u00e0nh chi\u1ebfn th\u1eafng trong cu\u1ed9c chi\u1ebfn tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o, “gi\u00e1 RAM \u0111\u00e3 t\u0103ng v\u1ecdt v\u00ec c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb \u0111\u00e3 chuy\u1ec3n h\u01b0\u1edbng d\u00e2y chuy\u1ec1n s\u1ea3n xu\u1ea5t \u0111\u1ec3 s\u1ea3n xu\u1ea5t b\u1ed9 nh\u1edb HBM m\u1edbi cho trung t\u00e2m d\u1eef li\u1ec7u AI v\u00e0 r\u1eddi xa DDR5 cho ng\u01b0\u1eddi ti\u00eau d\u00f9ng”. V\u00e0 khi chi ph\u00ed c\u1ee7a c\u00e1c th\u00e0nh ph\u1ea7n t\u0103ng l\u00ean, c\u00e1c c\u00f4ng ty th\u01b0\u1eddng s\u1ebd truy\u1ec1n nh\u1eefng chi ph\u00ed \u0111\u00f3 sang ng\u01b0\u1eddi ti\u00eau d\u00f9ng<\/a>.<\/p>\n C\u00e1c c\u00f4ng ty ch\u1ecdn kh\u00e1ch h\u00e0ng trung t\u00e2m d\u1eef li\u1ec7u h\u01a1n ng\u01b0\u1eddi ti\u00eau d\u00f9ng th\u00f4ng th\u01b0\u1eddng v\u00ec “m\u1ed9t chip c\u00f3 th\u1ec3 ki\u1ebfm \u0111\u01b0\u1ee3c nhi\u1ec1u ti\u1ec1n h\u01a1n b\u00ean trong m\u1ed9t m\u00e1y ch\u1ee7 AI so v\u1edbi b\u00ean trong m\u1ed9t thi\u1ebft b\u1ecb ti\u00eau d\u00f9ng”, theo Srikanth Jagabathula, gi\u00e1o s\u01b0 v\u1ec1 c\u00f4ng ngh\u1ec7, v\u1eadn h\u00e0nh v\u00e0 th\u1ed1ng k\u00ea t\u1ea1i Tr\u01b0\u1eddng kinh doanh NYU Stern. D\u00f9 ng\u01b0\u1eddi d\u00e2n \u0111ang k\u00eau g\u1ecdi th\u00eam d\u1eef li\u1ec7u trung t\u00e2m AI hay kh\u00f4ng.<\/p>\n C\u00e1c c\u00f4ng ty nh\u01b0 OpenAI, Google v\u00e0 Microsoft \u0111\u00e3 chi ra s\u1ed1 ti\u1ec1n ch\u01b0a t\u1eebng c\u00f3 tr\u01b0\u1edbc \u0111\u00e2y, v\u01b0\u1ee3t qua c\u00e1c c\u00f4ng ty kh\u00e1c nh\u01b0 Apple \u0111\u1ec3 mua RAM v\u00e0 b\u1ed9 nh\u1edb l\u01b0u tr\u1eef, t\u1ea1o n\u00ean m\u1ed9t “bong b\u00f3ng” m\u00e0 ngay c\u1ea3 Sam Altman c\u0169ng th\u1eeba nh\u1eadn l\u00e0 nh\u01b0 v\u1eady. S\u1ef1 m\u1ea5t c\u00e2n b\u1eb1ng n\u00e0y \u0111\u00e3 d\u1eabn \u0111\u1ebfn doanh thu k\u1ef7 l\u1ee5c cho c\u00e1c c\u00f4ng ty nh\u01b0 Micron, chuy\u00ean s\u1ea3n xu\u1ea5t chip b\u1ed9 nh\u1edb. \u201cKh\u1ee7ng ho\u1ea3ng n\u00e0y kh\u00f4ng ph\u1ea3i t\u1ea1m th\u1eddi v\u00e0 c\u00f3 th\u1ec3 k\u00e9o d\u00e0i trong v\u00e0i n\u0103m t\u1edbi \u2026 V\u00e0 v\u00ec s\u1ef1 gia t\u0103ng n\u00e0y l\u00e0 v\u0129nh vi\u1ec5n ch\u1ee9 kh\u00f4ng ph\u1ea3i t\u1ea1m th\u1eddi, vi\u1ec7c h\u1ea5p th\u1ee5 chi ph\u00ed \u0111\u01a1n gi\u1ea3n kh\u00f4ng ph\u1ea3i l\u00e0 m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c b\u1ec1n v\u1eefng\u201d, Jagabathula n\u00f3i.<\/p>\n Apple \u0111\u00e3 c\u00f4ng b\u1ed1 l\u1ee3i nhu\u1eadn k\u1ef7 l\u1ee5c \u00edt nh\u1ea5t b\u1ed1n qu\u00fd li\u00ean ti\u1ebfp v\u00e0 bi\u00ean l\u1ee3i nhu\u1eadn tr\u00ean doanh thu thi\u1ebft b\u1ecb c\u1ee7a h\u1ecd cao h\u01a1n nhi\u1ec1u so v\u1edbi ti\u00eau chu\u1ea9n ng\u00e0nh. Bi\u00ean l\u1ee3i nhu\u1eadn \u0111\u01b0\u1ee3c \u01b0\u1edbc t\u00ednh n\u1eb1m trong kho\u1ea3ng t\u1eeb 30 \u0111\u1ebfn 40%. TechInsights v\u00e0 The Wall Street Journal \u01b0\u1edbc t\u00ednh r\u1eb1ng n\u00f3 th\u1eadm ch\u00ed c\u00f2n cao h\u01a1n tr\u00ean iPhone 17 Pro, c\u00f3 th\u1ec3 l\u00ean t\u1edbi 47%. Theo TheStreet, bi\u00ean l\u1ee3i nhu\u1eadn tr\u00ean \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh th\u01b0\u1eddng n\u1eb1m trong kho\u1ea3ng t\u1eeb 15 \u0111\u1ebfn 25%.<\/p>\n C\u00e2u h\u1ecfi \u0111\u1eb7t ra l\u00e0 t\u1ea1i sao kh\u00e1ch h\u00e0ng l\u1ea1i ph\u1ea3i tr\u1ea3 th\u00eam ti\u1ec1n khi Apple c\u00f3 th\u1ec3 d\u1ec5 d\u00e0ng h\u1ea5p th\u1ee5 chi ph\u00ed n\u00e0y.<\/p>\n Ari Lightman, gi\u00e1o s\u01b0 v\u1ec1 truy\u1ec1n th\u00f4ng s\u1ed1 v\u00e0 ti\u1ebfp th\u1ecb t\u1ea1i \u0110\u1ea1i h\u1ecdc Carnegie Mellon Heinz College, m\u00f4 t\u1ea3 r\u1eb1ng “\u0111\u00fang nh\u01b0 v\u1eady” khi n\u00f3i r\u1eb1ng r\u1ea5t kh\u00f3 \u0111\u1ec3 h\u00f2a h\u1ee3p c\u00e1c b\u00e1o c\u00e1o t\u00e0i ch\u00ednh c\u00f4ng khai c\u1ee7a Apple v\u00e0 l\u1eddi gi\u1ea3i th\u00edch c\u1ee7a Tim Cook v\u1ec1 gi\u00e1 b\u00e1n c\u1ee7a n\u00f3 l\u00e0 kh\u00f4ng b\u1ec1n v\u1eefng. \u00d4ng cho bi\u1ebft vi\u1ec7c t\u0103ng gi\u00e1 “kh\u00f4ng th\u1ec3 nghi ng\u1edd g\u00ec n\u1eefa” l\u00e0 nh\u1eb1m chi\u1ec1u l\u00f2ng c\u1ed5 \u0111\u00f4ng \u0111\u00f2i h\u1ecfi s\u1ef1 ph\u00e1t tri\u1ec3n li\u00ean t\u1ee5c.<\/p>\n<\/div>\n Lightman ch\u1ec9 ra Apple \u0111ang ch\u1eadm ch\u00e2n trong cu\u1ed9c \u0111ua tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI), s\u1ef1 kh\u00f4ng ch\u1eafc ch\u1eafn xung quanh vi\u1ec7c b\u1ed5 nhi\u1ec7m m\u1ed9t nh\u00e0 l\u00e3nh \u0111\u1ea1o m\u1edbi l\u00e0 John Ternus v\u00e0 thi\u1ebfu m\u1ed9t s\u1ea3n ph\u1ea9m m\u1edbi th\u00e0nh c\u00f4ng \u0111\u1ec3 gi\u00fap \u0111\u1ee1 c\u00f4ng ty.<\/p>\n<\/div>\n “C\u00f3 r\u1ea5t nhi\u1ec1u \u0111i\u1ec1u m\u00e0 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 ch\u1ec9 tr\u00edch h\u1ecd”, \u00f4ng n\u00f3i, v\u00e0 “n\u1ebfu h\u1ecd s\u1ebd b\u00e1n c\u1ed5 phi\u1ebfu n\u00e0y v\u00e0 qu\u1ea3ng b\u00e1 n\u00f3 cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 l\u1edbn… trong khi \u0111\u00f3 l\u00e0 m\u1ed9t trong nh\u1eefng c\u00f4ng ty c\u00f3 gi\u00e1 tr\u1ecb nh\u1ea5t, th\u00ec h\u1ecd ph\u1ea3i k\u1ec3 m\u1ed9t c\u00e2u chuy\u1ec7n th\u1eadt hay”. V\u00e0 c\u00e2u chuy\u1ec7n c\u1ee7a h\u1ecd ch\u00ednh l\u00e0 l\u1ee3i nhu\u1eadn kh\u1ed5ng l\u1ed3 v\u00e0 thu nh\u1eadp cao ngay c\u1ea3 tr\u01b0\u1edbc \u00e1p l\u1ef1c chi ph\u00ed t\u0103ng l\u00ean v\u00e0 h\u1ea1n ch\u1ebf ngu\u1ed3n cung do AI.<\/p>\n<\/div>\n B\u00f9ng n\u1ed5 c\u00f4ng ngh\u1ec7 tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o \u0111ang \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn m\u1ecdi m\u1eb7t c\u1ee7a cu\u1ed9c s\u1ed1ng ch\u00fang ta, nh\u01b0ng tu\u1ea7n n\u00e0y n\u00f3 l\u1ea1i t\u00e1c \u0111\u1ed9ng m\u1ea1nh m\u1ebd v\u00e0o v\u00ed ti\u1ec1n c\u1ee7a ch\u00fang ta v\u1edbi th\u00f4ng b\u00e1o v\u1ec1 vi\u1ec7c t\u0103ng gi\u00e1 th\u00eam l\u1ea7n n\u1eefa cho Xbox v\u00e0 th\u1eadm ch\u00ed c\u1ea3 Arduino c\u0169ng b\u1ecb \u1ea3nh h\u01b0\u1edfng b\u1edfi “kh\u1ee7ng ho\u1ea3ng b\u1ed9 nh\u1edb”. T\u00f4i \u0111\u00e3 d\u00e0nh h\u00e0ng gi\u1edd tr\u00f2 chuy\u1ec7n v\u1edbi c\u00e1c chuy\u00ean gia ti\u1ebfp th\u1ecb v\u00e0 kinh doanh, trao \u0111\u1ed5i email v\u00e0 \u0111i\u1ec7n tho\u1ea1i, nh\u01b0ng kh\u00f4ng ai c\u00f3 th\u1ec3 \u0111\u01b0a ra c\u00e2u tr\u1ea3 l\u1eddi th\u1ecfa \u0111\u00e1ng t\u1ea1i sao chi ph\u00ed x\u00e2y d\u1ef1ng th\u00eam trung t\u00e2m d\u1eef li\u1ec7u ph\u1ea3i \u0111\u01b0\u1ee3c ng\u01b0\u1eddi ti\u00eau d\u00f9ng g\u00e1nh ch\u1ecbu.<\/p>\n<\/div>\n![](\"https:\/\/tct.vn\/blog\/wp-content\/uploads\/2026\/06\/TERRENCE_BLURPLE-4.jpg\"\/)
<\/figure>\n<\/div>\n![](\"https:\/\/tct.vn\/blog\/wp-content\/uploads\/2026\/06\/STK071_ACastro_apple_0003_a30fb2.jpg\"\/)
<\/figure>\n<\/div>\n![](\"https:\/\/tct.vn\/blog\/wp-content\/uploads\/2026\/06\/STK071_ACastro_apple_0003_a30fb2-1.jpg\"\/)
<\/figure>\n<\/div>\n![](\"https:\/\/tct.vn\/blog\/wp-content\/uploads\/2026\/06\/TERRENCE_BLURPLE-5.jpg\"\/)
<\/figure>\n<\/div>\n![](\"https:\/\/tct.vn\/blog\/wp-content\/uploads\/2026\/06\/TERRENCE_BLURPLE-6.jpg\"\/)
<\/figure>\n<\/div>\n\n