Apple lost the AI race — now the real challenge starts

Apple signs deal with Google to power smarter Siri using Gemini models

Apple has inked a deal with Google, allowing it to build a smarter Siri using Google’s Gemini models. This move comes after Apple’s own AI initiatives, such as the Apple Intelligence rollout, faced criticism for being messy and underdeveloped.

Apple’s AI strategy shifts from competition to redefinition

Instead of engaging in a direct AI arms race with companies like Google or OpenAI, Apple is choosing a different path. The company has reportedly skipped massive spending on AI development, opting instead to focus on integrating AI into its existing ecosystem, such as iPhones and macOS.

Industry reaction and analysis

• Some analysts argue that Apple didn’t lose the AI race, but rather won the chance to show what ‘Apple Intelligence’ might actually look like.
• Others suggest that Apple’s approach—avoiding the high-cost AI arms race—might be the smartest move, as it allows the company to prioritize user experience over raw technical competition.
• Reports indicate that Apple spent a year testing potential AI partners before finalizing the Google deal, highlighting a strategic and cautious approach.

Background: The AI landscape and Apple’s position

While Google’s Gemini 3 model has been recognized as a top performer in the industry, Apple’s decision to use external AI technology reflects a shift in its strategy. The partnership enables Apple to deliver AI features across more than 2 billion active devices, significantly expanding its reach.

來源：https://www.theverge.com/tech/861957/google-apple-ai-deal-iphone-gemini