苹果联手谷歌：Gemini AI模型将全面升级Siri与苹果基础AI系统

Executive Summary (执行摘要)

Apple is partnering with Google in a multiyear agreement to leverage Google's GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video. AI models and cloud technology for Apple's foundational AI systems, including a major Siri upgrade expected later this year. This strategic alliance represents a significant shift in Apple's AI strategy and demonstrates growing industry confidence in Google's AI capabilities.

苹果与谷歌达成多年合作协议，将利用谷歌的GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video. AI模型和云技术为苹果的基础AI系统提供支持，包括预计今年晚些时候推出的重大Siri升级。这一战略联盟标志着苹果AI战略的重大转变，并展示了行业对谷歌AI能力日益增长的信心。

Partnership Details and Strategic Implications (合作细节与战略影响)

The Core Agreement (核心协议)

According to a joint statement obtained by CNBC, Apple will utilize Google's GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video. technology and cloud infrastructure for future Apple Foundation Models. The companies emphasized that these models will continue to operate on Apple devices and the company's private cloud compute infrastructure.

根据CNBC获得的联合声明，苹果将利用谷歌的GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video.技术和云基础设施来开发未来的苹果基础模型。两家公司强调，这些模型将继续在苹果设备和公司的私有云计算基础设施上运行。

Apple stated: "After careful evaluation, we determined that Google's technology provides the most capable foundation for Apple Foundation Models and we're excited about the innovative new experiences it will unlock for our users."

苹果表示：“经过仔细评估，我们确定谷歌的技术为苹果基础模型提供了最强大的基础，我们对其将为用户带来的创新体验感到兴奋。”

Financial and Market Context (财务与市场背景)

Bloomberg previously reported that Apple was in early talks with Google to use a custom GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video. model to power a new iteration of Siri, with later reports indicating Apple might pay approximately $1 billion annually for Google AI services. This builds upon Google's existing arrangement where it pays Apple billions each year to be the default search engine on iPhones.

彭博社此前报道称，苹果正在与谷歌进行早期谈判，以使用定制的GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video.模型来驱动新版Siri，后来的报道表明苹果可能每年支付约10亿美元购买谷歌AI服务。这是在谷歌现有安排基础上的扩展，谷歌每年向苹果支付数十亿美元，以成为iPhone上的默认搜索引擎。

Technical Architecture and Implementation (技术架构与实施)

AI Model Integration Strategy (AI模型集成策略)

The partnership represents a hybrid approach where:

Google's GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video. models will provide foundational AI capabilities (谷歌的GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video.模型将提供基础AI能力)
Apple will maintain control over device-level execution and private cloud infrastructure (苹果将保持对设备级执行和私有云基础设施的控制)
The integration will focus on enhancing Siri's capabilities while maintaining Apple's privacy standards (集成将专注于增强Siri的能力，同时保持苹果的隐私标准)

Current AI Partnerships and Future Direction (当前AI合作伙伴关系与未来方向)

Apple currently partners with OpenAI to integrate ChatGPT into Siri and Apple Intelligence for complex queries requiring world knowledge. The companies clarified that the Google partnership doesn't immediately affect existing OpenAI agreements, though the long-term implications remain uncertain.

苹果目前与OpenAI合作，将ChatGPT集成到Siri和Apple Intelligence中，用于需要世界知识的复杂查询。两家公司澄清，与谷歌的合作不会立即影响现有的OpenAI协议，尽管长期影响仍不确定。

Market Impact and Competitive Landscape (市场影响与竞争格局)

Google's AI Momentum (谷歌的AI发展势头)

This deal serves as a major indicator of growing industry trust in Google's accelerating AI agenda. According to market data, Google achieved its best financial year since 2009 in 2025 and recently surpassed Apple in market capitalization for the first time since 2019.

这笔交易是行业对谷歌加速AI议程日益增长的信任的重要指标。根据市场数据，谷歌在2025年实现了自2009年以来最好的财务年度，并最近自2019年以来首次在市值上超过苹果。

Google has demonstrated steady progress in its AI development, introducing the upgraded GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video. 3 model late last year. Google CEO Sundar Pichai noted in October that the company's cloud segment signed more deals worth over $1 billion through Q3 2025 than the previous two years combined.

谷歌在其AI开发方面展现了稳步进展，去年年底推出了升级版的GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video. 3模型。谷歌CEO Sundar Pichai在10月份指出，到2025年第三季度，公司云部门签署的价值超过10亿美元的交易比前两年总和还要多。

Apple's AI Strategy Evolution (苹果AI战略演变)

Apple has largely remained on the sidelines of the AI frenzy that has swept Wall Street since OpenAI launched ChatGPT in late 2022. While hyperscalers like Amazon, Meta Platforms, and Microsoft have invested billions in AI products and infrastructure, Apple has faced increasing pressure to deliver competitive AI features.

自OpenAI于2022年底推出ChatGPT以来席卷华尔街的AI热潮中，苹果基本上一直处于旁观状态。虽然亚马逊、Meta Platforms和微软等超大规模云提供商已在AI产品和基础设施上投资了数十亿美元，但苹果面临着越来越大的压力，需要提供有竞争力的AI功能。

The company previously delayed its impressive Siri AI voice upgrade from 2025 to 2026, stating: "It's going to take us longer than we thought to deliver on these features and we anticipate rolling them out in the coming year."

该公司此前将其令人印象深刻的Siri AI语音升级从2025年推迟到2026年，并表示：“我们需要比预期更长的时间来交付这些功能，我们预计将在明年推出。”

Regulatory and Legal Considerations (监管与法律考量)

Antitrust Context (反垄断背景)

The partnership comes amid ongoing antitrust scrutiny of Google's business practices. In September, a judge ruled against a worst-case scenario outcome that could have forced Google to divest its Chrome browser business, allowing Google to continue making strategic partnerships like this one with Apple.

此次合作正值谷歌商业行为持续受到反垄断审查之际。9月份，一名法官否决了可能迫使谷歌剥离其Chrome浏览器业务的最坏情况结果，允许谷歌继续与苹果等公司建立战略合作伙伴关系。

Market Reaction and Financial Performance (市场反应与财务表现)

Following the announcement, both companies' shares experienced volatility. Google briefly reached above a $4 trillion market valuation before pulling back, reflecting investor assessment of the partnership's long-term value.

公告发布后，两家公司的股价都出现了波动。谷歌市值一度突破4万亿美元，随后回落，反映了投资者对该合作伙伴关系长期价值的评估。

Frequently Asked Questions (常见问题)

苹果与谷歌的AI合作具体涉及哪些内容？

根据官方声明，苹果将与谷歌建立多年合作伙伴关系，利用谷歌的GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video. AI模型和云技术来增强苹果的基础AI系统，包括计划于今年晚些时候推出的重大Siri升级。
这次合作对苹果现有的OpenAI合作关系有何影响？

苹果表示目前不会对与OpenAI的现有协议进行任何更改。苹果将继续在Siri和Apple Intelligence中集成ChatGPT来处理复杂查询，但长期影响仍需观察。
谷歌GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video.技术将如何集成到苹果生态系统中？

GeminiA family of multimodal large language models developed by Google DeepMind that can process text, code, images, audio, and video.模型将作为苹果基础模型的技术基础，但所有AI处理将继续在苹果设备和私有云计算基础设施上运行，以保持苹果的隐私和安全标准。
这次合作的财务条款是什么？

具体财务条款未公开披露，但此前报道显示苹果可能每年支付约10亿美元使用谷歌AI服务。这建立在谷歌每年向苹果支付数十亿美元作为iPhone默认搜索引擎的现有协议基础上。
这次合作对AI市场竞争格局有何影响？

此次合作显著提升了谷歌在AI竞争中的地位，表明主要科技公司对其AI能力的信任。同时，这也标志着苹果从相对保守的AI战略转向更积极的合作伙伴关系模式。