In the ever-growing space of AI, Apple’s struggles have been well documented. But based on two recent reports, the company is starting to look more like an AI winner thanks to one advantage.
Apple has unique AI strength as platform owner, which Siri deal and financial restraint both demonstrate
Last week brought word that Apple and Google were close to striking a deal for the forthcoming Siri upgrade.
Reportedly, Google has built a custom AI model alongside Apple that will power Siri’s new iOS 26.4 features.
I wrote at the time that this is a good move both for Apple and its users. Apple gets to ship the long-awaited AI version of Siri, and users get to enjoy the benefits of an upgraded experience.
The company reportedly is only paying Google $1 billion per year, too. That’s far less than the ~$20 billion Google pays Apple annually to be Safari’s default search engine.
This deal shows how the strength of Apple’s hardware ecosystem gives the company a unique advantage in AI.
The iPhone is a sales juggernaut, and continues to be a powerful tool for AI features—whether used via third-party apps, system integrations such as ChatGPT, or Apple’s own AI offerings.
Being the platform owner lets Apple play a different game than other AI companies.
Now today, a new Bloomberg report indicates Wall Street is starting to recognize Apple’s advantage.
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