Bei Jing Shang Bao·2026-01-13 14:49Core Viewpoint - Apple has chosen to collaborate with Google by adopting the Gemini model to enhance Siri, marking a significant shift from its previous strategy of self-development in AI technology. This partnership raises concerns about the concentration of AI capabilities among a few major players in the industry [2][3]. Group 1: Partnership Details - Apple and Google have announced a multi-year agreement for Apple to utilize Google's Gemini AI model for its next-generation foundational models, including an updated version of Siri [3]. - Financial details of the agreement remain undisclosed, but reports suggest Apple may pay Google approximately $1 billion annually for the use of its AI technology [3][4]. - The collaboration is seen as a "transitional" choice for Apple, as it aims to deliver a new Siri experience to users by 2024, following delays in previous updates [3][4]. Group 2: Market Impact - The partnership is expected to generate positive market reactions, with predictions indicating that the new Siri will be released alongside the iOS 26.4 update in spring [5]. - Google's AI technology, now integrated into Apple's ecosystem, could potentially reach over 2 billion active devices, expanding its market presence significantly [6]. - Following the announcement, Alphabet's stock rose by 1.7%, and its market capitalization surpassed $4 trillion for the first time, highlighting the positive reception of the collaboration [6]. Group 3: Competitive Landscape - The collaboration has drawn criticism from industry figures, including Elon Musk, who expressed concerns about the potential for excessive power concentration in the AI sector due to Google's existing dominance with Android and Chrome [8]. - Musk's AI company, xAI, is also competing in the foundational model space, and he has initiated legal action against Apple and OpenAI regarding their partnership [8][9]. - Analysts suggest that Apple is intentionally building a "multi-model supplier" structure to avoid over-reliance on any single company, while maintaining its existing partnership with OpenAI [9]. Group 4: Future Prospects - Apple's AI initiatives are under scrutiny, especially in the Chinese market, where regulatory challenges may limit the integration of foreign AI models like Gemini [9]. - The company is likely to explore collaborations with domestic tech firms, such as Alibaba, to enhance its AI capabilities in compliance with local regulations [9].