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Google is spending around $90 Billion on AI infrastructure in 2025 alone.

Yet they give away their state of the art model for only $1 Billion, to Apple, who has about 60% of the phone market. And supposedly they will get no more money or other benefit (training, ads, etc) from Apple running it on its own private cloud.

Something isn't adding up here.
 
This feels like something that is moving so fast that people at Apple are making decisions without fully thinking things through. Gives me an uneasy feeling to see them partnering with Google for an AI solution.
No no, this has been Apple's plan all along. It's tricked everyone into doing exactly what they wanted in the first place. So Geenuuss. 🤌🤌🤌
 
They should just buy Perplexity and catch up to the Assistant/AI features Android and others have had for a while now.
Perplexity is an AI wrapper. Buying Anthropic makes more sense from a technological perspective, but it’s likely too expensive.
 
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I think a clean-slate approach could have offered more freedom than linking to Siri. Just my two cents.
Agree. The Siri brand isn't exactly killing it. I'm not an Apple exec, but I'm in the cut-your-losses-and-start-fresh camp.
Just roll the virtual assistant aspect into Apple Intelligence, make Apple the hands-free tigger, and don't look back. 🤪
 
Don't really need AI injected into Siri, just a better memory than Dory.

"Siri, set an urgent reminder called Test for 1pm tomorrow" *
Siri: I have set a reminder for 1pm tomorrow
"Siri, cancel that timer"
Siri: Which timer?

I was testing iOS 26.2 beta's new "urgent" reminder feature which sets an alarm. As an aside, the test failed.
Well you asked siri to set a reminder.... Then asked her to cancel a timer... Reminders, timers and alarms are different things you see
 
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Great, and I hope it's finalized, the sooner the better. Considering I'm locked into Apple, this will translate to a greatly improved feature set.

It also seems like a decent deal. It just could not go on much longer, while others moved ahead.

What kills me is the Google, Meta hate. I wonder if it's the tin foil crowd or something else. Of course the tin hats don't know they are tin hats. I don't care who looks at my non-financial data. I just don't want ads coming at me.
 
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Gemini will run on Apple´s cloud servers while Apple wants to release their own LLM to power Siri for on-device use.
The question is: When will Apple release their own LLM for on-device?

Based on the current market sentiment, Google will surpass Apple in terms of the market cap soon.
 
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Google Pays Apple $20 billion per year as a bribe to be the default search engine. Apple now gives them back $1.2 billion a year for an extreme advanced AI model. What a deal. No wonder they chose Google. Hopefully the end result is not substantially worse than it would have been by going with OpenAI or Anthropic.

As long as I can say, "Hey Siri" and have it:
- Answer questions conversationally the way ChatGPT would.
- Perform functions on my device without getting confused.

...I'll be more than happy.
 
The only possible upside for Apple to use Gemini to power Siri is that Apple could be biding their time until they get their own trillion plus parameter in-house AI stood up whereby they then do to Google what they did to Intel with the transition to their in-house Apple Silicon chips. Then, at that time, Apple Intelligence will be the default search engine for Safari and Apple can boot Google forever and keep that 20 billion dollars per year payola in their own pocket.
 
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Is the Apple 'private cloud' going to be on Google data centers? No way that Apple has enough data center capacity to run this model. I would bet they are paying Google additional money to host the private cloud. Otherwise the minuscule $1 Billion fee for their flagship LLM makes no sense. Google will lose over half the phone market in the US and they are investing nearly $100 Billion on AI infrastructure this year alone.
 
Apple evaluated Anthropic and Gemini this year, and although the Anthropic model performed better, they went with Gemini because it would be cheaper. From the previous Bloomberg article:

"Apple is paying Google to create a custom Gemini-based model that can run on its private cloud servers and help power Siri. Apple held a bake-off this year between Anthropic and Google, ultimately determining that the former offered a better model but that Google made more sense financially (partly due to the tech giants’ preexisting search relationship)."
Likely cheaper per token/prompt/query since Google is the only AI provider developing the entire tech stack from hardware to software.
 
If the in house model will be ready by 2026 who this now? I guess they are going to launch the HomePod and AppleTV and they need those features to go right now.
 
Apple Intelligence after connecting to Gemini - Disabled
Siri - Would be disabled if I could, while keeping CarPlay
I expect future Siri will have Apple Intelligence integrated and you wont have the ability to turn it off. Just like how Google Assistant is gone and replaced with Gemini now outside a few key product groups. Forcing A.I. on customers is pretty much standard operating procedure now for companies.
 
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