投中网·2026-01-13 07:01Core Viewpoint - Apple has partnered with Google to utilize Google's Gemini AI technology as a temporary solution to enhance its AI capabilities, particularly for the upcoming Siri updates, while continuing to develop its own models [6][28]. Group 1: Partnership Details - Apple and Google announced a collaboration where Google's Gemini will support the development of Apple's foundational models, particularly for a more personalized Siri experience [6][10]. - Apple is expected to pay Google approximately $1 billion annually for this partnership, which will not involve direct data sharing with Google [11][12]. - The Gemini model will not be embedded in Apple's operating system but will serve as a foundational tool to enhance Apple's existing models [12][14]. Group 2: Strategic Implications - This collaboration is seen as a strategic move for Apple to address delays in its AI developments, particularly the new Siri, which has faced multiple postponements [19][23]. - Apple's decision to work with Google is not surprising given their long-standing relationship, where Google pays Apple over $20 billion annually to be the default search engine on Safari [25][26]. - The partnership aims to ensure that Apple can deliver timely updates and maintain user trust, especially after setbacks in its AI initiatives [21][22]. Group 3: Market Reactions - Following the announcement, Alphabet's stock rose by 1.7%, marking a significant milestone with its market value surpassing $4 trillion, while Apple's stock saw a minimal increase [36]. - The collaboration has drawn criticism from figures like Elon Musk, who expressed concerns about the concentration of power with Google [7][38]. - OpenAI, which previously had a partnership with Apple, may find its position diminished compared to Google's role in this new collaboration [39][40].