Core Viewpoint - Apple has entered a multi-year partnership with Google to utilize the Gemini model and Google's cloud technology for its future Apple Foundation Models, marking a significant strategic shift in Apple's approach to AI [2][10]. Group 1: Partnership Details - The collaboration will support new AI features, including an updated version of Siri, expected to be launched later this year, although no specific timeline has been provided [10][11]. - Apple has evaluated Google's technology and believes it provides the strongest foundation for its models, indicating a strong reliance on Google's capabilities [10]. - This partnership resolves Apple's long-term exploration of AI collaboration, which included considerations of other partners like Anthropic and OpenAI [11]. Group 2: Market Impact - Following the announcement, Alphabet's stock price rebounded from an initial drop, reaching a peak of $334.04, and closing with over a 1% increase, marking a historic market cap of over $4 trillion [3][8]. - Alphabet's market cap surpassed Apple's for the first time since 2019, positioning it as the second-highest valued company globally, just behind Nvidia [8]. - The partnership is seen as a strategic advantage for both companies in the competitive AI landscape, with Alphabet's stock performance reflecting investor confidence in its AI initiatives [7][8]. Group 3: AI Advertising Innovations - Concurrently, Google announced the introduction of personalized advertising features in its AI shopping tools, leveraging the Gemini model to enhance consumer engagement [13]. - This move represents a significant step in monetizing AI capabilities, allowing advertisers to target consumers at critical purchasing moments [13].

吉安南德雷亚将以顾问身份继续在苹果工作，直至明年春季退休。 苹果公司（AAPL）于周一宣布，任命资深研究员阿马尔・苏布拉马尼亚（Amar Subramanya）为新任 人工智能副总裁，接替约翰・吉安南德雷亚（John Giannandrea）。 在人工智能领域的竞争中，苹果一直处于落后地位。与三星电子等竞争对手相比，苹果在产品中添加人 工智能功能的步伐较慢 —— 三星则更快地为其设备更新人工智能功能。 苏布拉马尼亚将负责苹果的关键业务领域，包括苹果基础模型（Apple Foundation Models）、机器学习 研究（ML research），并将向软件部门负责人克雷格・费德里吉（Craig Federighi）汇报工作。 苏布拉马尼亚此前任职于微软，离职前担任该公司人工智能部门企业副总裁。更早之前，他在谷歌工作 了 16 年，期间担任过多个职位，其中包括 Gemini 智能助手的工程部门负责人。 今年早些时候，苹果曾表示，其语音助手 Siri 的人工智能功能升级将推迟至 2026 年。 今年早些时候，苹果曾表示，其语音助手 Siri 的人工智能功能升级将推迟至 2026 年。 另有报道称，苹果首席执行官 ...