智通财经网·2026-01-13 02:42Core Insights - Google has confirmed a multi-year agreement with Apple to provide core AI model support for Apple's edge AI technology, including an upgraded Siri voice assistant [1][5] - This partnership is a significant benefit for both companies, with Alphabet's market capitalization surpassing $4 trillion for the first time, making it the second-largest company after Nvidia [1][7] - Apple recognizes Google's AI technology as the most capable foundation for its Apple Foundation Models, which will unlock innovative AI experiences for users [1][4] Company Developments - Following the announcement of the partnership, Alphabet's stock rose by 1%, while Apple's stock saw a less than 1% increase [3] - Apple will continue to run its Apple Intelligence AI services on consumer devices and through a secure private cloud computing system, maintaining its privacy standards [3][5] - The collaboration will leverage Google's exclusive Gemini AI model technology to support the anticipated launch of a new version of Siri [3][5] AI Technology and Market Impact - The partnership signifies a major upgrade for Apple's AI capabilities, with Google's Gemini model enhancing Siri's functionality and other Apple Intelligence features [4][12] - The integration of edge AI with cloud resources is expected to create a more personalized AI assistant experience for users, potentially transforming Siri into a more capable personal AI companion [12][13] - Market research predicts that shipments of AI smartphones with generative AI capabilities will reach 912 million units by 2028, indicating a compound annual growth rate of 78.4% from 2024 to 2028 [13] Financial Performance and Market Position - Alphabet's market capitalization reached approximately $4.02 trillion, with significant stock price increases observed since mid-October, rising over 35% [7][8] - The Gemini AI ecosystem has seen explosive growth, with active users exceeding 650 million and token processing volume increasing more than 20 times within a year [8][11] - Major investment firms are optimistic about Alphabet's stock performance and the overall Google AI ecosystem, anticipating continued historical highs [7][11]