Key Highlights
- Firm analysts highlight Apple’s new AI partnership with Google Gemini, citing monetization upside and custom AI experiences ahead.
- The firm noted how Apple has confirmed entering into a multi-year agreement with Google for its next generation of AI models, a move that will help power the long-awaited Siri 2.0 upgrade.
- A joint statement has revealed that Apple’s foundation models and cloud technology will be based on Google’s Gemini models.
- These models have received positive feedback since Gemini 3.0 launched last year.
- The firm anticipates the upgrade to be announced in coming months.
