This feels a lot more like risk-mitigation and cost-savings. Maybe I'm just looking at this wrong but the whole setup reads as letting Google bear the full weight and brunt of the costs in building out, maintaining, and executing on cloud/AI infrastructure while can divert their energies and resources elsewhere. For me, it feels more like "Sure... meet our requirements... you can host everything... In fact, we'll let you do 'this' and 'that'..." --I mean, even if is paying Google billions for this, it's a drop-in-the-proverbial-bucket if the often-named AI "bubble" bursts, then companies invested in it (e.g., Google, OpenAI, etc.) are left behind while Apple can walk away with little or no risk. Apple is ridiculously strategic about investment so this "feels" more like letting Google take all the risk(s) involved.
Now, again, I'm probably and very well could be wrong here but if I'm looking at this as , the end-user/customer base really seem to care who or what goes on behind the curtain so long as the picture is clear and the sound is terrific. The sausage-making of this matters little to Apple so long as what comes out of the proverbial screen and speakers is exactly what and how they want it to. If someone else wants to deal with the risk of it "bursting" then it leaves in the best possible position for mitigation and recovery, not Google.