Renowned analyst Ming-Chi Kuo believes that Apple’s recent partnership with Google to integrate Gemini into Siri is a temporary measure. In his opinion, Apple was forced to take this step to buy time for the development of its own comprehensive AI strategy, based on its own server chips and a fully controlled infrastructure. Kuo believes that Apple faced the urgent need to showcase AI progress at WWDC and meet the increased user expectations driven by the rapid development of cloud systems. The analyst predicts that Apple’s own AI chips will enter production by the end of 2026, and its own data centers will become operational in 2027, allowing the company to fully control its AI technologies, which will become a key element of product differentiation in the future.
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