Apple is discussing having the new version of Siri hosted by Google.
According to two individuals familiar with the negotiation situation, at Apple's request, Google has been studying the deployment of servers within its data centers for running the upcoming version of Siri. This Gemini-powered digital assistant will also comply with Apple's privacy standards. Apple currently relies on Google Cloud for services such as online storage and internal AI model training. According to over a dozen former Apple executives and engineers, these cloud-related efforts have been repeatedly hindered in the past because Apple's financial executives view cloud computing as a cumbersome cost center rather than a strategic focus. These individuals stated that Apple is unwilling to heavily invest in its own infrastructure, leading to a continuous exodus of cloud experts. Former employees revealed that the average utilization rate of Apple's private cloud computing is only 10%, with some servers prepared for Apple AI cloud still stored in warehouses and not yet installed. However, if Apple's new version of Siri released this year is well-received by users, its AI computing demand may rapidly increase, which can also explain why Apple is in talks with Google regarding hosting the assistant.
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