Kuo: Apple's AI Deal With Google Is Temporary and Buys It Time
Apple’s AI deal with Google buys time as it races to build its own server chips by late 2026.
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Kuo: Apple's AI Deal With Google Is Temporary and Buys It Time
Why Apple Turned to Google for AI—And Why It Won’t Last Apple fans expecting a revolutionary AI experience in 2026 might be surprised to learn that the tech giant is leaning on Google—at least for now. According to renowned analyst Ming-Chi Kuo, Apple’s recent AI partnership with Google is purely a short-term fix, designed to bridge the gap until Apple can deploy its own AI infrastructure later this year. The move comes as pressure mounts for Apple to deliver on its long-promised “Apple Intelligence” platform, especially with WWDC 2026 just months away. Credit: Google Mounting Pressure Ahead of WWDC 2026 When Apple first unveiled Apple Intelligence at WWDC 2024, it promised sweeping upgrades to Siri and system-level AI features powered entirely on-device. But two years later, those promises haven’t fully materialized—and user expectations have only grown. Competitors like Google and Microsoft have rapidly advanced their cloud-based AI assistants, raising the bar for what users consider “s…
