Apple is integrating Google’s Gemini models into its updated Siri and new Apple Intelligence features. The key focus of the WWDC event is whether Apple can deliver superior AI experiences compared to Google, despite using the same models. If successful, it would bolster Apple’s growth prospects. However, if Apple fails to outperform Google, it suggests that Apple’s potential is limited by models it doesn’t control. Despite this, Apple’s business momentum is expected to remain strong through the end of the year, with some suggesting that Apple’s advantage may lie in its ability to process AI queries directly on devices using custom silicon. While today’s announcements may not significantly impact Apple’s stock price in the near term, the longer-term outlook depends on Apple’s ability to surpass Google with Gemini. The keynote is crucial as it may determine how long the positive narrative around Apple can continue beyond 2026.
Can Google Gemini Limit Apple’s AI Ambitions?
