Google Gemini Could Be the Ceiling on Apple's AI Ambitions

Apple expert Ming-Chi Kuo says the existent trial of today's WWDC keynote is whether Apple tin present amended AI experiences than Google utilizing the aforesaid Gemini models.


Apple is utilizing Google's Gemini to underpin the revamped mentation of Siri and new Apple Intelligence features. The cardinal takeaway from WWDC, Kuo argues successful a caller post connected X, volition not beryllium the short-term marketplace absorption aft the event. It volition beryllium whether Apple, utilizing the aforesaid Gemini models, tin present amended AI applications, agentic workflows, and on-device and unreality hybrid experiences than Google.

If the reply is yes, it would assistance widen Apple's "bull" case. If the reply is no, the accusation is that Apple's ceiling is acceptable by a exemplary it does not control. Kuo raised the constituent arguing against the marketplace sentiment that "Even if Apple is temporarily down connected AI, it volition yet drawback up and travel retired ahead."

Nevertheless, Kuo believes Apple's concern momentum volition enactment beardown done year-end based connected his latest supply-chain checks, which helium expects observers to rotation arsenic "If Apple is doing this good without AI, conscionable ideate erstwhile it has AI." Other reports suggest Apple's longer-term vantage could prevarication successful on-device AI, with the institution expected to amusement however its customized silicon lets it process much AI queries straight connected the instrumentality alternatively than successful the cloud.

Kuo expects today's announcements to person small bearing connected the absorption of Apple's banal terms successful the 2nd fractional of the year. Regardless of what Apple says astatine WWDC, helium argues, the affirmative 2nd fractional of 2026 share-price inclination is improbable to alteration arsenic agelong arsenic the halfway communicative stays intact.

The longer-term hazard is much pointed. Should Apple neglect to outdo Google with Gemini, Kuo says the banal would not needfully crook bearish, but the presumption that Apple "will yet travel retired ahead" would statesman to look increasing scrutiny. How overmuch longer the bull communicative tin past beyond 2026, successful his view, is what makes the keynote worthy watching closely.
This article, "Google Gemini Could Be the Ceiling connected Apple's AI Ambitions" archetypal appeared connected MacRumors.com

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