What Apple’s AI deal with Google means for the two tech giants, and for $500 billion ‘upstart’ OpenAI
View original at finance.yahoo.comWhat Apple’s AI deal with Google means for the two tech giants, and for $500 billion ‘upstart’ OpenAI Apple and Google’s surprise AI partnership announcement on Monday sent shockwaves across the tech industry (and lifted Google’s market cap above $4 trillion)…
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Sam Altman sees Apple as his company's primary long-term rival
80% confidenceThe deal provided Apple with a stepping stone to accelerate its AI strategy into 2026 and beyond
80% confidenceApple may be grappling with technical limitations involving the amount of power AI models consume and how much heat they generate
80% confidence2026 is a make-or-break year for Apple. The company has the user base and distribution that allows it to be more patient in chasing new trends like AI, but this is a critical year for Apple
80% confidenceMany people currently see ChatGPT as synonymous with AI
80% confidenceApple may have concluded Google's control over its ecosystem—such as owning its own cloud—could provide data privacy and intellectual property guarantees that perhaps OpenAI or Anthropic couldn't match
80% confidenceThe deal reinforced Gemini's position as a leading LLM for mobile devices and should help strengthen investor confidence in the durability of Google's search distribution and long-term monetization
80% confidenceApple was paying Google about $1 billion a year for the right to use its tech
80% confidenceAn updated version of Siri would be released in 2026
80% confidenceAfter careful consideration, Apple determined that Google's AI technology provides the most capable foundation for Apple Foundation Models
80% confidence