Apple Bets on Google Gemini: A Cloud-Based AI Partnership and OpenAI's Rejection
Analysis
This deal signals Apple's strategic shift toward leveraging existing cloud infrastructure for AI, potentially accelerating their AI integration roadmap without heavy capital expenditure. The rejection from OpenAI suggests a competitive landscape where independent models are vying for major platform partnerships, highlighting the valuation and future trajectory of each AI model.
Key Takeaways
Reference
“Apple's Google Gemini deal will be a cloud contract where Apple pays Google; another source says OpenAI declined to be Apple's custom model provider.”