Bei Jing Shang Bao·2026-01-13 05:45Core Viewpoint - Apple and Google have announced a multi-year partnership to develop Apple's next-generation foundational models based on Google's Gemini model and cloud technology, which will support significant upgrades to Siri expected later this year [3][6]. Group 1: Partnership Details - The collaboration marks a strategic shift for Apple, moving away from solely relying on in-house models to building its "Apple layer" on external technology [6]. - Apple stated that Google's technology will provide robust support for its foundational models, enhancing user experience through innovation [4][6]. - The models will continue to operate on Apple devices and its private cloud system, although specific terms of the agreement were not disclosed [4][6]. Group 2: Market Reaction - Following the announcement, Google's stock price rose by 1.09% to close at $332.73, with its market capitalization surpassing $4 trillion for the first time [3][4]. - This partnership continues a long-standing relationship between Apple and Google, which began in 2002 when Google became the default search engine for Safari [8]. Group 3: Industry Implications - Elon Musk expressed strong discontent with the partnership, arguing that it would further concentrate power within a few tech giants, exacerbating concerns about the monopolization of AI infrastructure and resources [6]. - The deal is seen as a continuation of Apple's reliance on Google, which has paid Apple approximately $20 billion annually in recent years, accounting for nearly 20% of Apple's services revenue [8].