{"id":257500,"date":"2025-11-11T21:17:18","date_gmt":"2025-11-11T21:17:18","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/257500\/"},"modified":"2025-11-11T21:17:18","modified_gmt":"2025-11-11T21:17:18","slug":"apple-is-starting-to-look-like-an-ai-winner-thanks-to-one-advantage","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/257500\/","title":{"rendered":"Apple is starting to look like an AI winner thanks to one advantage"},"content":{"rendered":"

\t\"\"<\/p>\n

In the ever-growing space of AI, Apple\u2019s struggles have been well documented. But based on two recent reports, the company is starting to look more like an AI winner thanks to one advantage.<\/p>\n

Apple has unique AI strength as platform owner, which Siri deal and financial restraint both demonstrate<\/p>\n

\"\"<\/p>\n

Last week brought word that Apple and Google were close to striking a deal<\/a> for the forthcoming Siri upgrade.<\/p>\n

Reportedly, Google has built a custom AI model alongside Apple that will power Siri\u2019s new iOS 26.4 features.<\/p>\n

I wrote at the time<\/a> that this is a good move both for Apple and its users. Apple gets to ship the long-awaited AI version of Siri, and users get to enjoy the benefits of an upgraded experience. <\/p>\n

The company reportedly is only paying Google $1 billion per year, too. That\u2019s far less than the ~$20 billion Google pays Apple<\/a> annually to be Safari\u2019s default search engine.<\/p>\n

This deal shows how the strength of Apple\u2019s hardware ecosystem gives the company a unique advantage in AI. <\/p>\n

The iPhone is a sales juggernaut, and continues to be a powerful tool for AI features\u2014whether used via third-party apps, system integrations such as ChatGPT, or Apple\u2019s own AI offerings.<\/p>\n

Being the platform owner lets Apple play a different game than other AI companies.<\/p>\n

\"Apple<\/p>\n

Now today, a new Bloomberg report<\/a> indicates Wall Street is starting to recognize Apple\u2019s advantage.<\/p>\n

Ryan Vlastelica and Carmen Reinicke write:<\/p>\n

Apple Inc. has faced plenty of criticism from Wall Street for not spending as aggressively on artificial intelligence as its Big Tech rivals. But that strategy is suddenly a blessing for the iPhone maker.<\/p>\n

Investors are beginning to scrutinize the huge sums companies like OpenAI, Meta Platforms Inc. and Microsoft Corp. are spending on AI, leading to heavy volatility in what had been some of the year\u2019s biggest momentum plays. As a result, Apple\u2019s position is being re-evaluated.<\/p>\n

Later in the article, after sharing positive analyst takes on Apple\u2019s AI position, the writers continue:<\/p>\n

The thesis is simple. Apple will benefit as it taps other companies\u2019 models to deliver AI features to its millions of customers while avoiding much of the heavy spending required to develop its own capabilities, which is what many of its megacap peers are doing.<\/p>\n

Financially speaking, the AI industry is very much in a bubble right now. Companies are making massive financial commitments amid operating losses that, one day, they will have to account for.<\/p>\n

All of this makes Apple\u2019s more restrained AI investment, while benefiting from others\u2019 expenditures as the platform owner, suddenly look like a winning strategy.<\/p>\n

Does the company need to improve its own in-house AI efforts? Certainly. But it seems the doom and gloom narrative around Apple and AI might be shifting.<\/p>\n

What\u2019s your view of Apple\u2019s current position as relates to AI? Let us know in the comments.<\/p>\n

Best iPhone accessories<\/p>\n

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FTC: We use income earning auto affiliate links. More.<\/a><\/p>\n

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