谷歌与苹果达成重要合作，成为其首选云服务提供商，苹果将基于谷歌Gemini技术开发下一代AI模型。同时，谷歌计划在2026年投入1750亿至1850亿美元加强基础设施建设，支持AI发展。
谷歌在2025年第四季度财报会上回避了与苹果AI合作的具体细节，仅确认作为其云服务提供商，并协助开发基于Gemini的下一代技术。
苹果公司近期面临AI人才流失挑战，多位资深研究员离职，包括Yinfei Yang、Haoxuan You、Bailin Wang和Zirui Wang。其中Yinfei Yang选择创业，Haoxuan You与Bailin Wang已加入竞争对手。
苹果CEO库克强调，尽管与谷歌在AI领域合作，但苹果的隐私保护规则不变，Apple Intelligence坚持“端侧+私有云”架构，确保用户数据安全。
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