3 6 Ke·2026-01-13 08:11Core Viewpoint - Google and Apple have announced a long-term collaboration to integrate AI services, with Apple relying on Google's Gemini and cloud technology to build its foundational model, marking a surprising shift from competition to cooperation in the AI era [1][2][17]. Group 1: Partnership Details - Apple plans to pay approximately $1 billion annually to utilize Google's AI technology, specifically the customized Gemini model for the next generation of Siri [8]. - The collaboration is seen as a strategic move for Apple to enhance its AI capabilities, particularly in light of challenges faced by its AI team and the delayed rollout of a major Siri upgrade [12][16]. Group 2: Market Reactions and Implications - Elon Musk criticized the partnership, suggesting that the concentration of power between Google and Apple could be problematic, especially given Google's ownership of Android and Chrome [2]. - Public opinion is divided, with some users questioning the authenticity of Apple's foundational model if it is merely a fine-tuning of Google's Gemini [3]. Group 3: Competitive Landscape - The partnership is viewed as a significant step for Apple to catch up in the AI race, especially as competitors like OpenAI and Microsoft have made substantial advancements [12][16]. - Google's stock has seen a rise, with its market capitalization surpassing $4 trillion, indicating strong investor confidence in its AI strategy [4][9]. Group 4: Impact on Existing Collaborations - It remains unclear how this new partnership will affect Apple's existing collaboration with OpenAI, which was announced in June 2024 [15]. - The collaboration's impact on users in China is expected to be limited, as local regulations may lead Apple to utilize domestic AI models instead of Gemini or ChatGPT [15].