Siri选边站：苹果牵手谷歌，AI时代的入口之争彻底改写

企业网D1net02-02

点击上方“蓝色字体”，选择 “设为星标”关键讯息，D1时间送达！企业网D1net苹果与谷歌达成AI合作，将Gemini引入iOS与新版Siri，在行业内引发震动，这一选择标志着谷歌已在大模型竞争中强势回归，并借助iPhone的15亿用户规模，重新掌控AI时代的关键入口。对苹果而言，此举短期内显著提升AI体验、守住隐私底线，但也暴露其自研大模型尚未成熟的现实，本质是以合作换时间。相比之下，...

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“设为星标”关键讯息，D1时间送达！企业网D1net苹果与谷歌达成AI合作，将Gemini引入iOS与新版Siri，在行业内引发震动，这一选择标志着谷歌已在大模型竞争中强势回归，并借助iPhone的15亿用户规模，重新掌控AI时代的关键入口。对苹果而言，此举短期内显著提升AI体验、守住隐私底线，但也暴露其自研大模型尚未成熟的现实，本质是以合作换时间。相比之下，OpenAI失去内置分发优势，用户增长与生态布局承压。这笔交易不仅是技术选择，更是下一代计算平台主导权的关键转折点。苹果与谷歌出人意料地宣布建立AI合作伙伴关系，这一消息在科技行业引发了轩然大波(谷歌市值也借此突破4万亿美元)。根据协议，这两家科技巨头将把谷歌的AI技术融入苹果的移动软件中，包括更新版Siri数字助理，这一举措在主导AI、掌控下一代计算平台的高风险竞争中具有重大影响。尽管对于此次合作仍有许多未解之谜，包括财务细节和合作期限等，但一些关键要点已十分清晰。以下就是为何该交易对谷歌而言是好消息，对苹果而言是喜忧参半，而对OpenAI则是坏消息的原因。该交易进一步证明谷歌已重振AI雄风2022年11月OpenAI推出ChatGPT后的近两年时间里，许多行业观察人士对谷歌在不断变化的市场格局中的前景心存疑虑，这家搜索巨头在竞相推出能与OpenAI的ChatGPT和Anthropic的Claude相媲美的模型时，有时显得力不从心。谷歌经历了几次令人尴尬的产品发布，其Bard聊天机器人及其后续的Gemini模型出现事实错误，建议将胶水作为披萨配料，还生成了历史上错位的黑人纳粹形象。但如今，谷歌最新的Gemini模型(Gemini 3)已成为市场上功能最强大的模型之一，并在消费者和企业中逐渐获得认可。谷歌还凭借其定制AI芯片——张量处理单元(TPU)吸引了大量谷歌云客户，与英伟达的图形处理单元(GPU)相比，TPU在运行AI模型时可能具有成本和速度优势。苹果近日发表声明称，经过“慎重考虑”，认定谷歌的AI技术“为苹果基础模型提供了最强大的基础”，这无疑是对Gemini的终极认可——尤其是考虑到在此之前，OpenAI一直是苹果“苹果智能(Apple Intelligence)”产品的首选技术提供商。美国银行分析师表示，该交易强化了“Gemini作为移动设备领先大语言模型(LLM)的地位”，并应有助于增强投资者对谷歌搜索分发持久性和长期盈利能力的信心。Hamza Mudassir经营着一家AI代理初创公司，并在剑桥大学贾奇商学院教授战略与政策，他表示苹果的决定可能不仅仅基于Gemini的技术能力。苹果不允许合作伙伴使用苹果用户数据进行训练，Mudassir推测苹果可能认为谷歌对其生态系统的控制——比如拥有自己的云服务——能够提供数据隐私和知识产权保障，而这或许是OpenAI或Anthropic无法比拟的。该交易还可能直接为谷歌带来收入，尽管财务细节未予披露，但彭博社此前的一份报告显示，苹果每年向谷歌支付约10亿美元以获得使用其技术的权利。对谷歌而言，更大的收获或许是该交易为其打开了进入苹果庞大分销渠道的大门：全球约有15亿iPhone用户。随着Gemini为新版Siri提供支持，谷歌可能会从这些用户通过Gemini版Siri进行产品发现和购买所产生的任何收入中分得一杯羹。最终，这甚至可能促成一项协议，使Gemini的聊天机器人应用预装在iPhone上。对苹果而言，该交易的影响则更为复杂这家iPhone制造商显然将受益于以有吸引力的成本为用户提供功能更强大的Siri以及其他AI功能，同时确保用户隐私。韦德布什证券公司负责苹果股票分析的Dan Ives在一份报告中指出，该交易为苹果提供了“一块垫脚石，以加速其AI战略向2026年及以后推进”。但苹果仍需依赖合作伙伴——先是OpenAI，现在是谷歌——来提供这些AI功能，这是一个令人担忧的迹象，表明这家垂直整合的佼佼者仍在努力构建自己的大语言模型。自生成式AI时代开启以来，这一问题就一直困扰着苹果：去年，多项苹果智能功能推迟发布，备受期待的Siri更新也多次推迟，这些延误损害了苹果作为科技领导者的声誉，并激怒了客户，其中一些客户在iPhone 16广告中宣传的AI功能最初并未在该设备上提供后，对苹果提起了集体诉讼。当苹果首席执行官蒂姆·库克承诺将在2026年发布新版Siri时，许多人认为它将由苹果自己的AI模型提供支持，但显然，这些模型尚未准备好投入使用，新版Siri将由谷歌提供支持。Futurum集团分析师Daniel Newman表示，2026年对苹果而言是“成败攸关的一年”。“我们一直认为，苹果拥有庞大的用户基础和分销渠道，使其在追逐AI等新趋势时能够更加耐心，但今年对苹果而言至关重要。”Newman说。库克已对管理层进行了调整，任命了一位曾在谷歌负责Gemini项目的新AI主管，而且，如果延误确实与苹果在隐私等方面的特定要求有关，那么最终可能会证明等待是值得的。理想情况下，苹果希望拥有一款与OpenAI、Anthropic和谷歌模型能力相当，但体积足够小，能够完全在iPhone上运行的AI模型，这样用户数据就无需传输到云端。Mudassir表示，苹果可能正在应对这些模型消耗的电量和产生的热量等技术限制。与谷歌合作让苹果有时间在压缩和架构方面取得突破，同时也能让华尔街“不再对其施压”，他说。苹果的支持者指出，苹果很少在新技术的首次推出中占据先机，它不是第一个推出MP3播放器、智能手机、无线耳机或智能手表的公司，但它凭借设计创新和精明的营销后来居上，主导了多个产品类别，而且，苹果有从合作伙伴那里学习关键技术(如芯片)的历史，最终将这些努力内部化。或者，以互联网搜索为例，苹果只是与谷歌建立了长期合作关系，使用谷歌引擎在其Safari浏览器中处理搜索查询。苹果从未开发自己的搜索引擎这一事实并未阻碍其增长，AI领域是否也会遵循同样的原则呢？但苹果与谷歌的合作几乎肯定对OpenAI而言是坏消息尽管与谷歌的合作关系并非独家，意味着苹果可能仍会继续依赖OpenAI的模型来支持部分苹果智能功能，OpenAI也仍有机会向库比蒂诺证明其模型的价值，但苹果选择谷歌无疑是一个打击。至少，这巩固了这样一种说法：谷歌不仅赶上了OpenAI，而且现在凭借拥有市场上最佳AI模型而略胜一筹。由于无法通过苹果的客户群实现内置分销，OpenAI可能会发现更难扩大自己的用户基础。该公司目前拥有超过8亿周活跃用户，但近期报告显示，使用率可能正在放缓。OpenAI首席执行官Sam Altman指出，目前许多人将ChatGPT视为AI的代名词，但如果苹果用户通过Siri发现Gemini的乐趣，并认为Gemini是更好的模型，这种看法可能会改变。Altman上月告诉记者，他认为苹果是公司长期的主要竞争对手。OpenAI正在前苹果首席设计师Jony Ive的帮助下开发一种新型AI设备，Altman希望该设备能与手机竞争，成为消费者与AI助理交互的主要方式，该设备可能于今年亮相。只要苹果依赖ChatGPT为Siri提供支持，OpenAI就能很好地了解其新设备将面临的竞争能力。未来，OpenAI不太可能对苹果的AI能力有如此深入的了解，这可能会使这家初创公司更难将其新设备定位为iPhone杀手。OpenAI必须希望其新设备能大获成功，从而使其能够将用户锁定在一个封闭的生态系统中，这与苹果围绕其硬件设备和iOS软件构建的生态系统类似，这种“围墙花园”策略是防止用户在竞争对手产品提供类似功能时转向的一种方式。OpenAI还必须希望其AI研究人员能取得突破，使其在与谷歌的竞争中获得更决定性和持久的优势，这可能会说服苹果在未来更加依赖OpenAI，或者，这可能会使OpenAI完全无需在苹果设备上进行分销。版权声明：本文为企业网D1net编译，转载需在文章开头注明出处为：企业网D1net，如果不注明出处，企业网D1net将保留追究其法律责任的权利。封面图片来源于摄图网（来源：企业网D1net）关于企业网D1net(www.d1net.com)国内头部to B IT门户，同时在运营国内头部的甲方CIO专家库和智力输出及社交平台-信众智(www.cioall.com)。旗下运营19个IT行业公众号(微信搜索D1net即可关注)如果您在企业IT、网络、通信行业的某一领域工作，并希望分享观点，欢迎给企业网D1net投稿。投稿邮箱：editor@d1net.com合作电话：010-58221588（北京公司）021-51701588（上海公司）合作邮箱：Sales@d1net.com企业网D1net旗下信众智是CIO（首席信息官）的专家库和智力输出及资源分享平台，有六万多CIO专家，也是目前较大的CIO社交平台。信众智对接CIO为CIO服务，提供数字化升级转型方面的咨询、培训、需求对接等落地实战的服务。也是国内较早的toB共享经济平台。同时提供猎头，选型点评，IT部门业绩宣传等服务。扫描“二维码”可以查看更多详情","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":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"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; 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