Kuo: Apple's AI Deal With Google Is Temporary and Buys It Time
MacRumors • • general
Key Points:
- Apple plans to mass-produce its own AI-focused server chips in the second half of 2026 and launch Apple-operated data centers in 2027 to gain greater control over AI infrastructure.
- Due to short-term pressures and the rapid advancement of cloud-based AI, Apple has partnered with Google to access more powerful AI models and meet immediate expectations, especially ahead of WWDC.
- Analyst Ming-Chi Kuo states that Apple's current AI deal with Google is a temporary measure to manage user expectations while continuing to develop its own AI technologies.
- Long-term, Apple aims to make AI central to hardware differentiation, operating system design, and user experience, emphasizing the importance of owning core AI technologies.
- On-device AI is not expected
