Google’s latest AI chip makes me think Gemini will be a good fit for the iPhone

Several reports in the past few weeks have said that Apple is negotiating with different providers of generative AI services to use their large language models on the iPhone 16 and other iPhones that can run iOS 18. That's the big software update coming later this year, with plenty of genAI features on board.

Google Gemini kept appearing in those reports as a frontrunner, though the negotiations were routinely described as preliminary. OpenAI's ChatGPT is also an alternative for Apple's cloud-based AI needs. In China, where ChatGPT and Gemini aren't available, local tech giant Baidu might power the iPhone's cloud-based AI.

I keep saying cloud-based AI, as that's a key detail here. Apple wants a third party to help it deliver AI services that require server-based processing, but some of the iPhone's AI features will be processed directly on the iPhone.

Since Apple's WWDC 2024 event is set for early June, deals with these AI chatbot providers should not take long to complete. At the event, Apple will want to demo most of the iPhone's AI capabilities. Some of those AI features will then be available via the iOS 18 beta and other early OS releases.

While it's still unclear whether Apple will partner with Google, a big development further signals that Gemini might be the right fit for Apple. Google has a new custom chip in the works whose main purpose is to handle the server side of things for AI applications.

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