Goodbye Google Gemini? Apple In Talks With Microsoft-Backed OpenAI For iPhone AI Features: Report
Portfolio Pulse from Rounak Jain
Apple Inc. is in discussions with Microsoft-backed OpenAI to potentially integrate OpenAI's technology into the iPhone's next operating system, iOS 18. These talks mark a reopening of discussions between Apple and OpenAI, with the possibility of incorporating AI features into future iPhones. Apple is also in ongoing discussions with Alphabet Inc.'s Google about licensing Google's Gemini AI models for future iPhones. The outcome of these discussions could significantly impact the iPhone's AI capabilities, as Apple seeks to enhance its devices with new AI features.
April 27, 2024 | 2:13 am
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Apple Inc. is negotiating with OpenAI and Google to enhance the AI capabilities of its iPhones, potentially integrating OpenAI's technology into iOS 18 and licensing Google's Gemini AI models.
The integration of OpenAI's technology and licensing of Google's Gemini AI models into Apple's iOS could significantly enhance the iPhone's AI capabilities, making it a more attractive product. This could lead to increased sales and a positive impact on Apple's stock price in the short term.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Alphabet Inc.'s Google is in ongoing discussions with Apple about licensing its Gemini AI models for future iPhones, which could significantly impact Google's presence in mobile AI.
Licensing Google's Gemini AI models to Apple could significantly enhance Google's presence and influence in the mobile AI space. A successful deal could lead to increased usage of Google's AI technologies and potentially a positive impact on Google's stock price in the short term.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 70
POSITIVE IMPACT
Alphabet Inc.'s Google, under its ticker GOOGL, is negotiating with Apple to license its Gemini AI models for iPhones, potentially enhancing its AI capabilities and market presence.
The negotiation between Google (GOOGL) and Apple to license Gemini AI models could lead to an enhanced presence of Google's AI technology in the mobile sector. This could positively influence GOOGL's stock price in the short term by expanding its AI technology's usage and visibility.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 70
POSITIVE IMPACT
Microsoft Corp., as a backer of OpenAI, could see indirect benefits from OpenAI's potential partnership with Apple for integrating AI technology into the iPhone.
Microsoft's backing of OpenAI could indirectly benefit from the exposure and validation of OpenAI's technology through a partnership with Apple. This could enhance Microsoft's reputation in AI and potentially lead to a positive perception of Microsoft's stock in the short term.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 60