Google Or Microsoft-Backed OpenAI? Apple Hasn't Picked The Winner Yet For Its AI Ambitions: Report
Portfolio Pulse from Rounak Jain
Apple Inc. is in discussions with both Alphabet Inc.'s Google and Microsoft Corp.-backed OpenAI to potentially integrate their large-language AI models into the iPhone's AI features, aiming to enhance Siri and other on-device capabilities. No decision has been made yet, and any formal announcement is not expected until the summer. The talks are part of Apple's broader strategy to advance its AI capabilities, with iOS 18 playing a significant role. Analysts see a potential partnership, especially with Google, as a win-win, potentially benefiting Google through substantial annual payments and distribution across Apple's vast device ecosystem.
March 21, 2024 | 1:56 pm
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Apple is in talks with Google and OpenAI for AI model integration into iPhones, with significant AI advancements expected in iOS 18.
Apple's potential partnerships with Google or OpenAI for AI model integration signify a strategic move to enhance its AI capabilities, particularly for Siri and on-device features. This could positively impact Apple's competitive edge and product appeal.
CONFIDENCE 80
IMPORTANCE 90
RELEVANCE 100
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Google is in discussions with Apple to potentially integrate its Gemini AI engine into the iPhone, which could result in substantial annual payments and increased distribution.
A partnership with Apple to integrate Google's Gemini AI into iPhones could significantly benefit Google through annual payments and increased exposure across Apple's device ecosystem, enhancing Google's market position and revenue streams.
CONFIDENCE 75
IMPORTANCE 75
RELEVANCE 80
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Microsoft-backed OpenAI is also in the running to partner with Apple for AI model integration into iPhones, competing with Google for the opportunity.
Microsoft's involvement through OpenAI presents a competitive edge in the race to partner with Apple for AI integration. Success in this endeavor could bolster Microsoft's and OpenAI's visibility and adoption in consumer technology.
CONFIDENCE 70
IMPORTANCE 70
RELEVANCE 70