Apple is not throwing in the AI towel with Google deal — 'Apple is building its own models based on Gemini that will power a more advanced version of Siri' says analyst

Tim Cook at an Apple event.

When Apple confirmed it’s working with Google to bring Gemini models into Apple Intelligence, the reaction was swift — and predictable. Could it be that Apple was admitting defeat in the AI race and was now leaning on Google to catch up?

But according to multiple industry analysts, that interpretation misses what’s actually happening. This deal isn’t Apple giving up on AI — it’s Apple choosing how and where it wants to compete.