Strategically, the partnership positions Google as a key AI enabler even for rival ecosystems. If Siri is rebuilt around Gemini across on-device, private cloud, and external models, it highlights Gemini’s scalability and commercial readiness. As Wedbush’s Dan Ives noted, this was a “necessary move” for Apple—and a clear win for Google’s AI credibility.
From an investment perspective, this strengthens Alphabet’s long-term AI monetization story. Gaining exposure to Apple’s massive user base could further accelerate Gemini adoption, making it a potential new catalyst for Google’s stock after last year’s AI-driven rally.
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- Emotional Investor·01-13TOP是的,我昨天写了一篇关于苹果的文章。我对苹果的未来有严重的问题。放弃Siri,我现在有了更多的担忧。对我来说,苹果不再遥遥领先于所有人,但它仍然需要巨大的竞争溢价。我一直是苹果的粉丝,一旦你去了麦克,你就再也回不去了。但现实不再支持这一立场1Report
- 1PC·01-13TOPYup. Google is 🚀🚀🚀😜 Now 💪 @JC888 @Barcode @DiAngel @Shernice軒嬣 2000 @koolgal @Aqa1Report
- icycrystal·01-13TOPthanks for sharing1Report
- VivianChua·01-15Nice 💚💚💚1Report
