Apple is currently navigating a delicate balancing act with its artificial intelligence strategy. While the company recently secured a high-profile deal to integrate Google’s Gemini AI into a revamped version of Siri, seasoned analyst Ming-Chi Kuo suggests this partnership is more a temporary move by Apple than a permanent alliance. According to Kuo, the deal serves as a strategic pause that lets the company refine its own in-house capabilities.
Apple is using Google to buy time and build Its own AI future, claims top analyst
The move comes at a time when the tech industry is moving at breakneck speed. Apple faces significant pressure to showcase a truly “smart” version of Siri at its upcoming developer events. Since the initial announcement of Apple Intelligence, user expectations for digital assistants have skyrocketed.
Kuo points out that the rapid evolution of cloud-based AI has shifted the goalposts. Delivering what Apple promised a year ago might no longer be enough. After all, the AI segment is advancing rapidly, and the features are becoming more powerful. By bringing Google‘s Gemini into the fold, Apple can quickly offer a competitive experience to its users without waiting for its own lab-grown models to reach full maturity.
A quest for control
Apple has a long history of wanting to own every piece of its technology, and AI is no different. The partnership with Google allows the company to manage current expectations. However, they are still working on their own long-term roadmap. The ultimate goal is to move away from third-party reliance. The company seeks to regain full control over the user experience in the future.
This shift toward independence is already in motion. We know that Apple is hard at work on its own silicon designed specifically for AI servers. Mass production of these chips could start in late 2026. This hardware push, combined with plans for new dedicated data centers in 2027, confirms that Apple intends to host its own AI brain in the near future.
The 2027 horizon
According to the analyst, 2027 will be the pivotal year for the company. This is when Apple’s custom server chips and infrastructure should be working. The milestone will allow for a more seamless blend of on-device and cloud processing.
The Gemini deal is a bridge until then. It makes sure that Siri stays useful and relevant in the short term. Meanwhile, Apple’s engineers have enough time to create a truly capable AI platform without rushing.
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