矽谷觀察 × OpenAI的十字路口：蘋果與GoogleAI重啟深度合作｜Why Apple Chose Gemini？

Описание: 相較於這週一XAI的馬斯克起訴OpenAI索賠千億美元的新聞，上週矽谷AI圈最重磅的消息還應該是，蘋果最終選擇了Google Gemini，而不是OpenAI，為下一代Siri和Apple Intelligence提供底層人工智能模型能力，以及作為即將推出的Apple Foundational Models賦能基礎設施。這不是一次普通的技術合作，而是一場關於算力、入口與生態控制權的賽局。從蘋果的妥協，到Google的突圍，再到OpenAI 被邊緣化，這場AI平台C端用戶介面的戰爭，正在重演行動網路早期的歷史。本期矽谷觀察影片來深入聊聊這次對於OpenAI有重大影響的事件。

⏱ 影片時間軸（Timeline）
00:00 Intro & 馬斯克起訴OpenAI
00:26 蘋果與Google聯合聲明AI合作正式官宣
01:02 這次合作為什麼不只是一次普通技術接入
02:42 Gemini成為Apple Intelligence底層意味著什麼
02:54 為何這次合作中沒有OpenAI
03:59 歷史迴旋：蘋果與Google的再次聯手
04:56 蘋果放棄自研模型的現實原因
06:34 AI入口之戰的最終走向

Compared with this week’s headline about OpenAI being sued by Elon Musk for damages reportedly reaching hundreds of billions of dollars, the most consequential development in Silicon Valley’s AI landscape actually came earlier.

Apple has ultimately chosen Google’s Gemini, rather than OpenAI, to provide the foundational AI model capabilities for the next generation of Siri and Apple Intelligence, as well as the infrastructure powering Apple’s upcoming Foundation Models.

This is not a routine technology partnership. It represents a strategic contest over compute, platform access, and ecosystem control. From Apple’s pragmatic compromise, to Google’s long-awaited breakthrough at the consumer interface, and to OpenAI’s gradual marginalization, this AI platform war at the C-end is beginning to echo the early days of the mobile internet.

In this episode of Silicon Valley Watch, we take a deeper look at why this decision matters—and what it signals for OpenAI’s future position in the AI industry.