突发｜你的 iPhone 将接入最强 AI，苹果选了一条最务实的捷径

爱范儿01-13

苹果 AI换脑子了一觉醒来，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，将流淌着 Google 的血液。曾经那个被诟病“人工智障”的 Siri，今年晚些时候就会迎来基于 ...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113082944a4bc5f90&s=b><strong>爱范儿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果 AI换脑子了一觉醒来，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，将流淌着 Google 的血液。曾经那个被诟病“人工智障”的 Siri，今年晚些时候就会迎来基于 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113082944a4bc5f90&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999002232.USD","symbol_name":"Allianz Global High Payout 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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。回归务实，按时交货集成 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。我们正在招募伙伴简历投递邮箱hr@ifanr.com️ 邮件标题“姓名 + 岗位名称”（请随简历附上项目 / 作品或相关链接）更多岗位信息请点击这里","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":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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