苹果选中Gemini，谷歌登上“4万亿”

Core Viewpoint - Apple has established a multi-year partnership with Google to leverage the Gemini model and Google's cloud technology for its foundational AI models, marking a significant strategic shift in Apple's approach to AI [1][3][5]. Group 1: Partnership Details - The collaboration will enable Apple to utilize Google's Gemini model and cloud technology to support future versions of Apple Foundation Models, with Apple expressing confidence in Google's technology as the strongest foundation for innovation [7]. - The new AI features, including an updated version of Siri, are expected to be launched later this year, although no specific timeline has been provided [7][8]. - Apple and Google have previously collaborated in the search business, with Google paying Apple billions annually to make its search engine the default option on Apple devices [5]. Group 2: Market Impact - Following the announcement, Alphabet's stock price rebounded from an initial drop, reaching a peak of $334.04, and marking a historic milestone as its market capitalization surpassed $4 trillion for the first time [3][6]. - Alphabet's stock has seen a cumulative increase of over 65% in 2025, making it the best-performing stock among the major tech giants, reflecting investor confidence in its AI capabilities [6]. - This partnership positions Alphabet alongside Nvidia, Apple, and Microsoft as one of the few companies to achieve a market cap exceeding $4 trillion [6]. Group 3: AI Strategy - The collaboration signifies a long-term exploration of AI by Apple, which had previously considered multiple options for enhancing Siri, including potential partnerships with other AI firms like Anthropic and OpenAI [8][9]. - Google's introduction of personalized advertising features in its AI shopping tools, powered by the Gemini model, indicates a strategic move to monetize AI capabilities amid competition from other tech companies [10].