Gurman: ‘Apple in Talks to License Google Gemini’
Mark Gurman, reporting for Bloomberg:
Apple Inc. is in talks to build Google’s Gemini artificial
intelligence engine into the iPhone, according to people familiar
with the situation, setting the stage for a blockbuster agreement
that would shake up the AI industry.
The two companies are in active negotiations to let Apple license
Gemini, Google’s set of generative AI models, to power some new
features coming to the iPhone software this year, said the people,
who asked not to be identified because the deliberations are
private. Apple also recently held discussions with OpenAI and has
considered using its model, according to the people.
Apple’s own LLM efforts seem directed toward on-device processing, but there are some AI tasks that require cloud computer, and Apple simply doesn’t have (and likely doesn’t want to build) the infrastructure for. As Ben Thompson noted in today’s Stratechery daily update, it’s quite possible that Google alone could handle such features if built into iOS — OpenAI is currently struggling under load at times, without the veritable avalanche of traffic that would come from integration into iOS.
Alphabet shares rose as much as 7.4% on Monday as the markets
opened in New York. It was the biggest intraday gain since Feb. 2,
2023. Apple was up 2.2%.
Bloomberg gonna Bloomberg.
★
Mark Gurman, reporting for Bloomberg:
Apple Inc. is in talks to build Google’s Gemini artificial
intelligence engine into the iPhone, according to people familiar
with the situation, setting the stage for a blockbuster agreement
that would shake up the AI industry.
The two companies are in active negotiations to let Apple license
Gemini, Google’s set of generative AI models, to power some new
features coming to the iPhone software this year, said the people,
who asked not to be identified because the deliberations are
private. Apple also recently held discussions with OpenAI and has
considered using its model, according to the people.
Apple’s own LLM efforts seem directed toward on-device processing, but there are some AI tasks that require cloud computer, and Apple simply doesn’t have (and likely doesn’t want to build) the infrastructure for. As Ben Thompson noted in today’s Stratechery daily update, it’s quite possible that Google alone could handle such features if built into iOS — OpenAI is currently struggling under load at times, without the veritable avalanche of traffic that would come from integration into iOS.
Alphabet shares rose as much as 7.4% on Monday as the markets
opened in New York. It was the biggest intraday gain since Feb. 2,
2023. Apple was up 2.2%.
Bloomberg gonna Bloomberg.