It's strange to me that Apple would choose to disadvantage themselves by selecting Google as their provider as opposed to, say, Anthropic or even OpenAI. Doesn't this mean they'll struggle more to differentiate themselves from the assistant on Android phones? Thinking more cynically, couldn't Google, if they wanted, feed Apple an inferior version of Gemini, ensuring they stay ahead? As the consumer, this just sucks b…
Google was likely the only lab grown up enough that could handle Apple's volume and requests. Apple was not going to hand over the keys to AI to just anyone. Apple is a Fortune 5 company with a brand value alone worth more than any of these AI labs besides Google. There's too much at stake for them to not play it safe. There's almost nothing to gain taking a risk
Yeah, I think Apple's volume made Google the only choice. And even then, Google was buying more DC capacity last week.