After I posted a few discussions about Google, some friends asked me this question. I figured I’d share my perspective here and I’d also like to hear different opinions.
Earlier this year, Apple reached a multi-year AI partnership with Google. The next generation of Apple Foundation Models will be built on Google’s Gemini models and cloud infrastructure, helping power future Apple Intelligence features, including a more personalized Siri. That decision is important. It tells you that in the AI era, Apple isn’t just looking at model performance,they care about stability, cost, scalable compute, and full-stack infrastructure.
So why didn’t Apple go with OpenAI or Anthropic?
At the end of the day, Apple has billions of active devices. Siri isn’t some small pilot project,it’s a system level interface that needs to run reliably at global scale. For Apple, any AI model has to handle massive concurrency, low latency, global deployment, and a cost structure that stays under control long term.
In my previous posts, I talked about Google’s moat. Google doesn’t just have Gemini,it has the entire AI stack Google Cloud, TPUs, custom chips, global data centers, plus the data advantage from Search and YouTube, and years of experience running large scale distributed systems. This isn’t a single point advantage,it’s a full stack advantage. Google can train models, deploy them, scale them, and monetize them all within its own ecosystem.
I think that’s really the core reason Apple chose Google.
On a bigger picture level, Apple’s decision also feels like a signal that the AI industry is entering a new phase. The next winners in AI won’t necessarily be the companies making the most noise at product launches. It’ll be the ones that control the full stack models, compute, cloud, data centers, energy partnerships, and global distribution.
Posted by KeyTrainingk