刚刚，苹果官宣iPhone 将搭载最强AI，马斯克第一个跳出来骂

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本文来自微信公众号：APPSO，作者：发现明日产品的，原文标题：《刚刚，苹果官宣 iPhone 将搭载最强 AI！马斯克第一个跳出来骂》一觉醒来，你的iPhone即将用上最强AI了。就在刚刚，苹果和Google发布联合声明，双方达成达成多年深度合作协议。下一代“苹果基础模型”将直接基于Google的Gemini模型和云技术构建。这意味着，未来驱动Apple Intelligence的核心大脑，将...

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Intelligence仍将在设备端或通过“私有云计算”运行。这意味着，数据不会被简单粗暴地卖给Google。这个消息一出，苹果和Google股价曾一度双双上涨，Alphabet市值直接突破4万亿美元大关。看来资本市场对这次“认清现实”的合作，还是投了赞成票。但马斯克第一个坐不住了，他直接在社交媒体上开炮：“考虑到Google已经拥有Android和Chrome，这似乎是一种不合理的权力集中”。不过在苹果与Google这个合作落地后，最尴尬的其实是OpenAI。尽管苹果告诉CNBC，目前不会对与OpenAI的协议作出任何更改，但地位的悬殊已肉眼可见。Equisights Research的分析师一针见血地指出：Google的Gemini将成为苹果设备的“默认智能层”，而OpenAI则被迫退居“辅助角色”。当然，如无意外，国行版AI Siri预计不会使用Gemini，更可能是与国内本土厂商合作，也可能是使用自研模型的特别版本等等。目前苹果最好的选择其实关于苹果与Google合作这事，早有征兆。早在去年8月，彭博社就报道称苹果正在与Google进行早期谈判，计划使用定制的Gemini模型来支持新版Siri。后来到了11月该媒体又爆料称，苹果计划每年支付约10亿美元来使用Google的AI技术。那么在这场交易里，苹果要的是什么?答案很简单：时间。在2024年6月的WWDC开发者大会上，苹果展示了由Apple Intelligence驱动的新版Siri，包括更强的上下文理解、屏幕感知、跨应用操作等新功能。根据苹果当时的表述，新版Siri功能最初被安排在iOS 18的更新周期内逐步推出，但实际上，许多重要的AI功能一早跳票，如今最早发布时间的统一口径甚至来到了今年春季。如此漫长的延期背后，暴露的正是苹果在大模型技术上的短板。为了弥补这一差距，苹果不得不向外部寻求支持。根据此前彭博社的报道，Google给苹果提供的Gemini模型拥有1.2万亿参数，远超苹果现有的1500亿参数模型。作为参考，去年7月份，月之暗面首发开源了Kimi-K2-Instruct模型，其总参数达1万亿，成为首个突破万亿参数的国产开源基座模型。这种参数规模上的巨大差距，直接反映在模型的推理能力、知识广度和任务处理的复杂度上——这正是新版Siri实现“摘要器”和“任务规划”等核心功能所必需的技术基础。而苹果要在短时间内训练出参数规模相当、性能可比的自研模型，不仅需要海量算力投入和高质量训练数据，更需要稳定且经验丰富的研发团队。但问题的核心在于，苹果AI团队正面临严重的人才流失。自去年7月至今，苹果AI团队已有约数十名核心成员跳槽。苹果基础模型团队负责人庞若鸣被Meta以2亿美元挖走，负责Siri智能搜索项目的Ke Yang刚担任负责人不久就决定投奔Meta，多位去年发表AI论文的关键研究员也相继出走OpenAI、Cohere、xAI……这支本就100多人的小团队，却在最需要攻坚的时刻折损了主将。这是一场不折不扣的信心危机，当你的员工用脚投票时，说明问题已经不是多发几个月工资能解决的了。苹果的保密文化曾经是它的护城河，严格的信息管控让产品发布会永远充满惊喜，让竞争对手无从模仿。但在AI时代，这套打法失效了。当研究人员不能自由发表论文，无法在学术界建立声誉；缺乏开源交流，也意味着错过整个AI社区的快速迭代。更关键的是，苹果算力资源起步较晚，训练数据因隐私政策限制而相对匮乏。当OpenAI和Google投入数万张GPU训练超大规模模型时，苹果需要在用户隐私保护和数据使用规模之间寻找平衡，这在一定程度上制约了其大模型的训练进度。于是，别无选择的苹果，只能向外“求援”。为什么是Google，而不是别人?如果回看联合声明，那句“经审慎评估，Google提供了最有力的基础”，颇为玩味。翻译成人话就是：我们也想自己搞，但对手实在太快了，而Google确实是目前能抓到的最强稻草。首先，Google足够强大，也足够稳定。作为AI领域的老牌巨头，Google旗下的Gemini 2.5 Pro在大多数大模型排行榜上名列前茅，技术实力毋庸置疑。这种技术实力的强大也反映在Token使用量和市场使用份额上。去年，Google AI团队的“宣传委员”Logan Kilpatrick就在社交媒体上透露，谷歌每月处理的Tokens用量达到1.3千万亿，算力消耗创行业历史纪录。去年11月，Google更是推出了迄今为止最强版本的Gemini 3系列模型，其多项核心指标超越ChatGPT，也让OpenAI CEO奥特曼紧急拉响“红色警报”，亲自下令改进ChatGPT。根据SimilarWeb 1月份发布的最新数据，Gemini全球网页端流量份额首次突破20%的市场份额，而ChatGPT的份额从2025年1月86%暴跌至64.5%。此消彼长间，用户的支持就是Gemini最好的证明。此外，Google的优势不止于此。作为海外为数不多AI全栈自研的巨头，Google拥有全球顶尖的云计算基础设施和工程团队，能支撑Siri每日海量的请求。这是OpenAI和Anthropic这样的初创公司难以企及的。合作的历史也为这次交易铺平了道路。从初代iPhone内置Google地图和YouTube，到Safari每年支付超200亿美元的搜索引擎协议，再到苹果将部分iCloud数据存储在云上——两家公司多年累积的信任，是新创公司无法提供的。Google愿意妥协，这点至关重要。按照联合协议，Google Gemini模型将运行在苹果的“私有云计算”服务器上，用户数据不会接触Google的系统。这意味着苹果既能享受Google的技术，又能保持对用户隐私的掌控。值得一提的是，苹果正将新版Siri定位为设备上的新一代搜索入口。如果按照之前的爆料信息，Siri背后的知识和推理由Google提供，相当于延续并升级了双方在搜索领域的联盟——当用户向Siri提问时，依然是Google的技术在发挥作用，只不过形式从关键词搜索变成了对话式查询。可以说，在苹果只能从外面选的困境下，Google是唯一一个在技术、信任、控制权和商业条款上都能满足要求的选项。按时交货，回归务实集成Google Gemini，最直接的好处是，苹果按时交货的概率显著提升了。如果坚持纯自研路线，考虑到人才流失和技术差距，今年春季这个时间点能否达成充满不确定性。但通过引入Google已开发完备的模型，苹果获得了一条现成的“捷径”。根据此前爆料，Gemini预计将负责Siri中的摘要器和任务规划功能，也就是整合信息并决定如何执行复杂任务的核心能力，其他功能仍由苹果自家模型处理。这种“双轨并行”的策略，既满足了近期产品需求，又为内部研发争取了缓冲空间。更值得注意的是，苹果的技术架构本身就为这种集成做好了准备。新版Siri采用的是模块化设计：设备端的小模型负责简单任务和隐私敏感操作，云端的大模型负责复杂推理和知识查询。这种架构天然支持“插拔式”的模型切换，第三方AI可以接入系统，而不需要推倒重来。当然，国行版AI Siri预计不会使用Gemini。苹果必须为不同市场准备不同的AI方案，比如与国内本土厂商合作，也可能是使用自研模型的特别版本。而这种灵活性，也是模块化架构的优势所在。就这样，在AI即使几个月都嫌太慢的极速迭代周期里，苹果用资本和生态壁垒，换取了最宝贵的“时间窗口”。这不仅是为了提振iPhone的销量，更是为了保住Apple Intelligence在用户心中的口碑。对于Google而言，这同样是一场史诗级的胜利。它成功将自家的模型植入了全球数十亿活跃的苹果设备。在AI颠覆一切的洪流面前，即便是苹果，也无法独自成为一座孤岛。放下骄傲，回归务实，或许才是巨头们在AI时代最清醒的生存本能。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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