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Anisha Bhatia, Senior Technology Analyst at GlobalData, the leading intelligence and productivity platform, offers her view on why Apple and Google AI partnership is a win-win for both.
Following reports that Apple’s next-generation Foundation Models will be built on Google’s Gemini AI and cloud technology, analysts highlight a strategic shift to accelerate Apple’s AI ambitions while delivering significant revenue for Google.
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A Strategic Partnership to Accelerate Apple’s AI Roadmap
The collaboration signals Apple’s commitment to rapidly modernize Siri’s core AI capabilities, a long-promised overhaul yet to reach users at scale.
“Partnering, rather than building an end-to-end proprietary stack, compresses time-to-market and reduces execution risk,” said Anisha Bhatia, Senior Technology Analyst at GlobalData.
For Google, the deal is projected to generate an estimated $1 billion in annual revenue from Apple, with further growth potential as AI adoption scales.
Strengthening Google’s Position Amid Rising Competition
The partnership arrives as competitive pressure intensifies. “OpenAI has positioned itself as a direct challenger to Google,” Bhatia noted, referencing its expansion into consumer-facing products and collaboration with Apple design veteran Jony Ive.
Deeper integration with Apple strengthens Google’s distribution and monetization footprint at a critical time, securing its role in the evolving AI ecosystem.
Preserving Apple’s Privacy-Centric Brand
Despite relying on Google’s infrastructure, Apple can maintain its strong privacy and security positioning. The company is expected to keep user data flows, identity controls, and policy enforcement within its own trust boundary, allowing it to leverage external AI power while upholding its brand promise.
