Strategically, the partnership positions Google as a key AI enabler even for rival ecosystems. If Siri is rebuilt around Gemini across on-device, private cloud, and external models, it highlights Gemini’s scalability and commercial readiness. As Wedbush’s Dan Ives noted, this was a “necessary move” for Apple—and a clear win for Google’s AI credibility.
From an investment perspective, this strengthens Alphabet’s long-term AI monetization story. Gaining exposure to Apple’s massive user base could further accelerate Gemini adoption, making it a potential new catalyst for Google’s stock after last year’s AI-driven rally.
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- Emotional Investor·01-13 15:27TOPYes, I wrote and article about apple yesterday. I have serious issues with apple going forward. Giving up on Siri, I have even more concerns now. Apple to me is no longer way ahead of everyone, yet it still demands a massive premium to competition. I have always been an apple fan boy, once you go Mac you never go back. But reality no longer supports that stance1Report
- 1PC·01-13 23:35TOPYup. Google is 🚀🚀🚀😜 Now 💪 @JC888 @Barcode @DiAngel @Shernice軒嬣 2000 @koolgal @Aqa1Report
- icycrystal·01-13 11:20TOPthanks for sharing1Report
- VivianChua·00:27Nice 💚💚💚1Report