15年差评如潮，Siri终于有救了！苹果10亿真金白银投谷歌一票

新智元01-13

新智元报道编辑：KingHZ【新智元导读】谷歌每年支付苹果200亿用于搜索，如今苹果反向支付10亿用Gemini。美国AI争霸进入新阶段，谁将笑到最后？ChatGPT、Claude和Gemini，谁是最强AI？苹果已经替全行业投了一票。答案是：Gemini。而且不是口头支持，是每年或高达10亿美元真金白银的支持与合作。在AI赛道，美股的规则很简单：用市值投票。最新一轮投票结果已经出来了。目前，...

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Apple votes for Google with 1 billion real money","themeId":"4cd4a6669b296718532895f10a6ab35d","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOG":0.9,"GOOGL":1.95,"USJW.SI":0.6,"MACW.SI":0.6,"AAPL":1.96},"content_text":"新智元报道编辑：KingHZ【新智元导读】谷歌每年支付苹果200亿用于搜索，如今苹果反向支付10亿用Gemini。美国AI争霸进入新阶段，谁将笑到最后？ChatGPT、Claude和Gemini，谁是最强AI？苹果已经替全行业投了一票。答案是：Gemini。而且不是口头支持，是每年或高达10亿美元真金白银的支持与合作。在AI赛道，美股的规则很简单：用市值投票。最新一轮投票结果已经出来了。目前，Alphabet是AI赛道上美股最大的赢家：受与苹果合作消息影响，谷歌母公司Alphabet大涨2.44%，成为史上第四个市值超过4万亿美元的公司。据报道，预计2026年春季，苹果将发布1.2T参数Gemini模型全面升级后的Siri。谷歌预定了AGI船票?苹果公司正式宣布，已选择与长期合作伙伴谷歌合作，为包括Siri在内的多项AI功能提供技术支持。在联合声明中，苹果与谷歌表示：在经过慎重评估后，苹果认为谷歌的技术为Apple Foundation Models提供了最强大的基础。这项内部代号为“Linwood”的合作，标志着苹果在AI领域的一次重大转向。与谷歌在AI领域合作之前，苹果曾对比测试过ChatGPT、Claude和Gemini，最终选定谷歌的Gemini模型。Gemini模型拥有1.2万亿参数，是当前Apple Intelligence（约1500亿参数）的8倍之多。据报道，这次长期合作有3大要点：主要用于Siri中的总结与规划功能，不涉及全面对话生成；模型运行在苹果自家的私有云计算系统（Private Cloud Compute）中，用户数据完全隔离，不会被谷歌获取；苹果将这一合作定位为过渡方案，计划未来推出自研的1万亿参数模型。这张照片最初拍摄于2017年3月，地点是加州帕洛阿尔托的一家越南餐厅Tamarine。早在2025年2月，iOS代码中就发现了与谷歌Gemini相关的引用。另外，之前也有报道称，苹果可能每年向谷歌支付10亿美元以使用Gemini。这份声明正式确认了此前关于苹果与谷歌达成合作的传闻。注意：不是谷歌给苹果10亿美元。要知道，多年来，谷歌一直向苹果支付费用，只是为了让谷歌搜索成为iPhone的默认搜索引擎。在2025年，因为司法部正在调查谷歌涉嫌的反垄断和反竞争法，这一协议的利润才得以被揭露——当时报道谷歌每年支付高达200亿美元。那次合作，是一次双赢：谷歌搜索拿到了移动互联网的船票，稳坐全球搜索第一，而苹果拿走数百亿美元收入。最后，双方一起把生态的天花板抬高了一层。而这次合作，无疑极大地增强了谷歌的市场地位，甚至马斯克表示，苹果和谷歌联手，基本上就是一家拥有神级控制力的超级巨型企业。这场AI技术之战里，苹果押宝谷歌，意味着后者在“大模型军备竞赛”中赢得了又一场关键战役。在AI竞赛中，Gemini正在被越来越多业界人士视为领先技术的代表，甚至超过了OpenAI。Cleo Capital的创始人和普通合伙人、天使投资人Sarah Kunst直言：Gemini是目前AI界的GOAT（史上最强）。她进一步表示，如果你把Alphabet看作是特斯拉（机器人+自动驾驶）+ OpenAI的合体，再叠加它强大的搜索、广告等核心业务，那么现在的股价其实严重被低估了。对苹果而言，这也是不错的选择。苹果现在才救活Siri？在AI上，苹果无疑错过了太多。2010年，苹果就收购了Siri；2018年，挖走了谷歌AI负责人。但到了2024年，发布会上的Apple Intelligence几乎全是demo，彻底搞砸了AI。苹果AI首秀，竟然只有跑马灯是真的！长文揭秘苹果彻底搞砸AI特别是Siri，作为最早的智能应用，体验不尽如人意，白白浪费了15年。苹果已多次推迟推出“更个性化的Siri”语音助手，甚至连基础的功能都有问题。据Bloomberg消息，苹果AI负责人John Giannandrea（原谷歌AI主管）已因Siri停滞问题离职，由Vision Pro团队负责人Mike Rockwell接任。John Giannandrea的苹果Siri副总裁，可能是世界最梦幻的工作，年入千万，但几乎无所作为。记者Mark Gurman转发相关评论，补充了更多事实：他每年2500万美元（还不包括股票收益），干了8年。然后，苹果把他踢了出去，转而请来了曾在谷歌构建Gemini的人。而且，苹果每年支付10亿美元，根本不及谷歌为搜索支付给苹果的200亿美元。苹果要想追赶上来，不仅是资金投入，还需要漫长的时间。而这次合作中最重要的是范围：谷歌的Gemini模型不仅支持新的Siri，还将用于更多的苹果智能功能。这是一个大新闻，因为它意味着苹果智能在整个iPhone、iPad、Mac、Vision Pro和Apple Watch上都将迎来重大升级。谷歌苹果AI合作的消息传出之后，苹果股价小幅上涨0.04%。参考资料：1https://www.reuters.com/business/alphabet-hits-4-trillion-valuation-ai-refocus-lifts-sentiment-2026-01-12/https://www.cnbc.com/2026/01/12/alphabet-4-trillion-market-cap.htmlhttps://www.wsj.com/tech/ai/google-4-trillion-valuation-0a022302https://www.theverge.com/news/860521/apple-siri-google-gemini-ai-personalizationhttps://www.bloomberg.com/news/articles/2026-01-12/google-confirms-multiyear-ai-deal-to-power-apple-models-siri?srnd=phx-technology秒追ASI⭐点赞、转发、在看一键三连⭐点亮星标，锁定新智元极速推送！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603750036","isCrawlerRequest":true}