Apple and Google are reportedly in cahoots to integrate features from Google’s Gemini generative AI service into iOS. Bloomberg broke the news, which was later corroborated by The New York Times. If the deal pans out, it will be a huge collaboration between two tech giants who have long duked it out in the hardware and software space.
It also raises lots of questions about how Gemini would function on Apple’s devices—and which company would remain in control. Neither Apple nor Google have publicly addressed the news, and neither company responded to requests for comment before this article was published.
There’s also the possibility that the deal could fall through, seeing as how the hype around such a collaboration is drumming up some unwanted attention. “In the past, this leak would have killed the deal,” says Michael Gartenberg, a technology analyst and former director of marketing at Apple. “The first rule of doing a deal with Apple is don’t talk about Apple.”
But in this case, Gartenberg says, it’s highly likely the deal will in fact pan out. For one, Apple needs it to happen. When all the most breathless tech innovations over the past year and a half have been related to AI, Apple needs to prove that it’s in the game, too. Not to mention that Google has announced it is bringing its on-device AI service, Gemini Nano, to the Pixel 8 very soon, a signal that the mobile AI explosion is set to take off.
Apple has languished behind the other big gen-AI players like OpenAI, Microsoft, and Google. The company has big plans for its own internal large language models, but whatever tools it’s cooking up are not yet ready to be released into the world. That slowness, Gartenberg says, puts Apple in a position of looking like it has been caught off guard by the broader generative AI movement.
“The competition is fierce,” says Patrick Moorhead, founder and principal analyst of Moor Insights & Strategy. “You’ve got all of Silicon Valley competing for this hardcore talent, and Apple missed this one.”
There’s a ticking clock putting pressure on the company, too. WWDC, Apple’s big software development conference and product announcement showcase that usually takes place in June, is looming. As it approaches, those simmering expectations about the company’s generative AI strategy will reach a boil.
“An Apple response of just focusing on face computers or adding more widgets is going to feel fairly hollow,” Gartenberg says, because when it comes to AI, “Apple really needs to have something it can show by June 2024. There is a deadline here for people looking at Apple and saying, what is your story?”
Apple clearly feels that pressure. It recently scuttled its self-driving car plans to refocus those resources on its internal generative AI efforts. And now it’s partnering with Google to bring new AI capabilities to its most popular device.
