Apple is in the process of negotiating to incorporate Google's Gemini artificial intelligence (AI) engine into the iPhone. Despite having its own AI in development, Apple wants to license Gemini for some of the new features expected to arrive in iPhone software this year.
The information was published by Mark Gurman, from Bloomberg News, known for disclosing Apple's true internal data.
Apple will also have tried to reach an agreement with OpenAI
Imagem: Shutterstock / Lester Balajadia e lilgrapher
According to Gurman, sources “familiar with the situation” reported that Apple also recently spoke with OpenAI. Although the sources did not provide further information on the resolution of the conversation, Apple's move to enter into negotiations with Google seems to indicate that the iPhone's parent company and the creator of ChatGPT have not reached an agreement.
The report also states that the terms or branding of a Gemini licensing deal have not yet been decided and that any kind of official announcement is not expected to be made before June, when Apple plans to hold its annual developer conference.
A potential agreement between Apple and Google could expand the use of Gemini to more than 2 billion Apple device users. Furthermore, it would significantly boost the efforts of the two technology giants to increase their competition against the Microsoft-OpenAI partnership. And this already seems to be reflected in the market even before it is confirmed.
Alphabet and Apple shares have already started to rise
Although Alphabet, the company that owns Google, and Apple have not yet confirmed anything about the negotiations, just the news about the negotiations has already stimulated growth in their shares. Apple saw 0.5% growth, while Alphabet shares have already grown 3%.
After falling “behind” at the time of great expansion of AI, Apple had a 10% drop in its shares. But the expansion of the partnership with Google could bring a long-desired recovery.
Currently, the two companies already have an agreement for Google to be the default search engine in the Safari browser. However, it is worth remembering that US regulators sued Google on charges that it paid Apple billions of dollars to suppress competition and maintain its monopoly on search.
In January, Samsung announced a partnership with Google to deploy its genAI technology on the Galaxy S24 series of smartphones.