这被视为苹果在生成式AI时代的一个关键举措，在坚持系统控制权与隐私原则的前提下，苹果通过外部合作加快AI能力的系统 级落地。 而苹果和谷歌的合作并不意外，此前苹果和OpenAI结盟时，就有高管透露未来会考虑与谷歌合作AI。如今消息公布后，谷歌母 公司Alphabet 股价上涨，市值首次突破4万亿美元关口，与英伟达、微软、苹果一起跻身4万亿美元市值俱乐部。 21世纪经济报道记者倪雨晴 1月13日，苹果宣布在人工智能领域与谷歌达成战略合作，确认将在未来的基础模型和新版Siri等核 心AI功能中，引入谷歌的Gemini大模型及云端技术作为重要底层能力。 不过，这一合作也引发了讨论。特斯拉创始人埃隆·马斯克公开评论称，考虑到谷歌已经控制了Android和Chrome，这样的合作 将导致不合理的权力集中。 同时值得注意的是，虽然全球合作路径逐渐清晰，但苹果AI在中国市场的落地时间仍未确定，其本地化合作方案亦受到市场关 注。 苹果AI的现实路径 苹果选择与谷歌在AI领域展开深度合作，并不意味着其放弃自研路线，而更像是一种基于现实条件的战略平衡。 在生成式AI进入高投入、高不确定性的阶段后，基础模型的训练、推理和持续优化已 ...

Apple will incorporate Google's Gemini AI models into its Siri voice assistant later this year under a new, long-term agreement between the two tech giants. The move strengthens the partnership between the iPhone maker and Alphabet, Google's parent company. It also expands Alphabet's involvement in the GenAI sector. The agreement comes as Alphabet competes with OpenAI for influence over Apple’s AI features. The integration will enable Siri to process more complex queries directly on iPhones while enhan ...

Core Insights - Microsoft warns that U.S. AI companies are being surpassed by Chinese competitors in the race for users outside the West, with China's low-cost open-source models being a significant advantage [1][2] - Microsoft's research indicates that DeepSeek's R1 model has accelerated AI adoption in emerging markets, particularly in the Global South, allowing China to surpass the U.S. in the global market share of open-source AI models [1][2] - The competition is intensifying, with DeepSeek achieving significant market shares in countries like Ethiopia (18%) and Zimbabwe (17%) [3] Group 1 - Microsoft President Brad Smith emphasizes the need for international investment in African data centers to compete with heavily subsidized Chinese firms [3][4] - DeepSeek has gained substantial market shares in countries under U.S. sanctions, such as Belarus (56%), Cuba (49%), and Russia (43%) [4] - The application of AI is currently concentrated in developed countries, with only 14% of the population in Global South countries using AI compared to nearly a quarter in Global North countries [4][5] Group 2 - Smith warns that neglecting regions like Africa could lead to the emergence of AI systems that do not align with democratic values [5] - DeepSeek's R1 model was trained at a cost of $5.5 million, significantly lower than the expenses incurred by U.S. companies like OpenAI [5][6] - OpenAI's CEO Sam Altman acknowledges the potential flaws in the company's closed strategy and hints at a possible shift towards more open models in response to competition from DeepSeek [6]

受AI需求激增驱动，美国最大的电网运营商、非营利组织PJM联接（PJM Interconnection）正面临严重 的供应危机。这一覆盖13个州、服务6700万人的电力网络已逼近负荷极限，不仅推高了居民用电成本， 更令多地陷入轮流停电的风险之中。 PJM 面临的挑战不仅是技术性的，更是政治性的。其服务范围横跨13个州，各州政府对发电类型、建 设许可及价格监管的政策导向迥异。 据《华尔街日报》13日报道，PJM目前正处于供需失衡的边缘。科技行业对AI数据中心近乎"无底线"的 电力渴求，导致用电需求增速远超电网承载力。前联邦能源管理委员会主席Mark Christie表示，几年前 这种可靠性风险还在远郊，而现在"风险已近在咫尺"。 目前，PJM预计未来十年电力需求年均增长4.8%，这对一个多年需求增长停滞的系统而言是惊人的挑 战。与此同时，老旧发电厂的关闭速度超过了新厂建设进度。一旦遭遇极端热浪或深冻灾害，PJM可能 被迫采取轮流停电措施，以防止电网基础设施受损。 市场对这一趋势的反应剧烈。消费者因费率上涨表达愤怒，宾夕法尼亚州等地的州长已向监管机构申诉 要求限制价格。与此同时，亚马逊、Alphabet和微软等科 ...

U.S. stock futures declined on Tuesday after a positive close on Monday. Futures of major benchmark indices were trading lower.Wall Street broadly expects the annual inflation rate to remain stable at 2.7% in December, with the monthly pace coming in at 0.3% — numbers that are far from triggering broad-based market concerns. Meanwhile, the 10-year Treasury bond yielded 4.19%, and the two-year bond was at 3.55%. The CME Group's FedWatch tool‘s projections show markets pricing a 95% likelihood of the Federal ...

记者注意到，去年8月曾有报道称，苹果正与谷歌就使用定制Gemini模型驱动新版Siri进行沟通商量。有报道表示，为决定是继续使用内部模型还是转向合 作伙伴，苹果据称同时开发了两个版本的新Siri。 事实上，苹果和谷歌的官宣或许并不意外。在苹果WWDC25开发者大会上，当时并没有新AI硬件推出，说好的AI版Siri"一推再推"。当时，苹果的软件工 程高级副总Craig Federighi在此次WWDC25上承认，Siri的AI功能短期内不会推出。让外界猜测苹果的AI实力。 北京社科院副研究员王鹏认为，苹果与谷歌合作的本质与战略意图是技术互补与生态协同，苹果在AI模型研发上滞后，选择谷歌Gemini可快速补足技术 短板；谷歌则通过苹果设备入口扩大模型应用场景，双方形成"技术换生态"的互利关系。王鹏表示，苹果仅将Gemini作为底层支撑，保留对Siri交互层、 隐私框架的绝对控制，避免核心生态被谷歌渗透，同时通过技术合作换取AI竞赛的时间窗口。 苹果与谷歌官宣大动作。近日，苹果和谷歌已达成一项多年合作协议，根据该协议，下一代苹果基础模型将基于谷歌的Gemin模型和云技术。这些模型将 为未来的苹果智能功能提供支持，包 ...

U.S. stock futures fell slightly on Tuesday. The futures for the S&P 500 and the On Wall Street, concern over the potential consequences of a weakening of the Tensions between Trump and Fed Chair Jerome Powell escalated after the Department of Justice subpoenaed the Fed and threatened a criminal indictment over Powell's testimony regarding building renovations at the central bank's headquarters.Wall Street stocks finished at new records on Monday, shrugging off worries about a US criminal probe of the Fede ...

Alphabet Inc. broke above a $4 trillion market capitalisation on Monday, becoming one of the few companies to ever cross the threshold as investors increasingly see the Google parent as one of the biggest winners of the artificial intelligence boom.Shares closed up 1% at $331.86, translating to a market cap of just over $4 trillion. The company recently overtook Apple Inc. to become the second-largest firm, behind Nvidia Corp. Only Nvidia, Apple, and Microsoft Corp. have topped the $4 trillion barrier, and ...

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 兜兜转转，苹果AI最终选择了谷歌。 今天凌晨，两家公司发布联合声明，官宣达成了深度合作协议， 将基于Gemini模型和谷歌的云技术构建下一代苹果基础模型 。 当然这也不是老马第一次对苹果AI进行输出，去年苹果和OpenAI宣布合作的时候，马斯克就提起来反垄断诉讼，指控这两家公司串谋"确保其 在人工智能市场的持续主导地位"。 苹果AI花落谷歌 根据双方声明，这项合作将带来的成果之一就是"更个性化的Siri"，而且今年年内就会上线。 总之，从去年被彭博社古尔曼曝出与谷歌私下接触，双方的合作总算是要尘埃落定。 这则消息无疑对双方都是利好，两家的公司股价齐声上涨，谷歌的市值还首次突破4万亿美元关口。 | 有人欢喜有人忧，隔壁马斯克就是被酸到的一个，他表示考虑到谷歌还有Chrome和安卓，这就是赤裸裸的垄断。 | | --- | 根据双方的合作协议，Gemini将为苹果新版Siri乃至更广泛的Apple Intelligence提供底层技术支持，运行模式将继续采用苹果私有云+端侧结 合的方式，以确保数据隐私。 外界预估苹果每年可能向谷歌支付约10亿美元的授权费用， ...

This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter. Protocols to enable agentic commerce keep coming. Google introduced a new “universal commerce protocol” on Sunday aimed at smoothing digital agents’ interactions when people turn into potential shoppers during their AI chat sessions. The standard – developed with several major retailers, including Shopify, Target and Walmart – “establishes a common language for ag ...