苹果选中Gemini，谷歌登上“4万亿”

Core Viewpoint - Apple has confirmed a multi-year partnership with Google to utilize the Gemini model for new AI features, including an updated Siri, marking a significant strategic shift for Apple in the AI domain [2][4]. Group 1: Partnership Details - The collaboration allows Apple to leverage Google's Gemini model and cloud technology to support future versions of Apple Foundation Models [9]. - Apple expressed confidence in Google's technology, stating it provides a strong foundation for their models and anticipates innovative user experiences [9]. - The new features are expected to launch later this year, although no specific timeline has been provided [9]. Group 2: Market Impact - Following the announcement, Alphabet's stock price rebounded, reaching a market capitalization of over $4 trillion for the first time, making it the fourth company to achieve this milestone [2][6]. - Alphabet's stock has seen a cumulative increase of over 65% in 2025, outperforming other major tech stocks [5]. - The rise in Alphabet's market value is attributed to its comprehensive strategy in the AI sector, including the introduction of the Ironwood AI chip and the Gemini 3 language model [7]. Group 3: Competitive Landscape - The partnership highlights the competitive yet collaborative nature of the relationship between Apple and Google, as both companies have previously competed in various sectors while cooperating in search services [4]. - Google's introduction of personalized advertising features in its AI shopping tools signifies a strategic move to monetize AI capabilities amidst competition from other AI companies [11][12]. - This development comes as AI chatbots pose a threat to Google's traditional advertising revenue, prompting the need for innovative monetization strategies [13].