--- title: "Apple and Google deepen AI collaboration, Siri's computing power demand spurs new managed server model" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/277546984.md" description: "Apple's partnership with Google is deepening, particularly in the field of generative artificial intelligence. The two parties have reached an agreement on the Gemini model and expanded it to cloud infrastructure. Apple plans to host server clusters supporting Siri in Google's data centers to meet the computational demands of the next generation of Siri. Apple is adopting a hybrid cloud architecture, combining its own private cloud with public cloud services from Google, Amazon, and others to optimize infrastructure and financial performance. While this move enhances flexibility, it also raises concerns about privacy protection and technological sovereignty" datetime: "2026-03-03T01:58:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277546984.md) - [en](https://longbridge.com/en/news/277546984.md) - [zh-HK](https://longbridge.com/zh-HK/news/277546984.md) --- > 支持的语言: [English](https://longbridge.com/en/news/277546984.md) | [繁體中文](https://longbridge.com/zh-HK/news/277546984.md) # Apple and Google deepen AI collaboration, Siri's computing power demand spurs new managed server model According to Zhitong Finance APP, the partnership between Apple Inc. (AAPL.US) and Google (GOOGL.US) is undergoing significant changes with the rapid development of generative artificial intelligence. It has been reported that the two parties reached an agreement on the Gemini model licensing at the beginning of the year, and this collaboration has now expanded into the cloud infrastructure sector. Sources indicate that due to the surge in computing power demand from the new generation of Siri and Apple Intelligence, Apple is negotiating with Google to plan for hosting and operating server clusters specifically supporting Siri's backend operations in Google's data centers. The source stated that Google had previously conducted research on deploying servers within its data centers. Google plans to adhere to Apple's strong privacy standards. The report noted that Google Cloud currently provides Apple with several key service supports, including online data storage and some internal AI model training tasks for Apple. From an infrastructure strategy perspective, Apple executives have not chosen to make large-scale investments in building their own data centers from a financial standpoint, but instead have adopted a hybrid cloud architecture model—this model integrates Apple's own private cloud resources with the public cloud capabilities of third-party cloud service providers like Google Cloud and Amazon Web Services, forming a resilient and complementary digital infrastructure layout. This move reflects Apple's demand for "private cloud computing" construction. Although Apple has been committed to building a closed-loop ecosystem, the expansion speed of its own data centers is currently unable to fully meet the global user demand for processing complex AI tasks. By choosing Google as its preferred cloud service provider, Apple can directly leverage Google's mature Tensor hardware accelerators for model inference, while also reducing the costs of building its own computing centers. This "hybrid cloud" model optimizes financial performance while ensuring business flexibility. However, this deep collaboration has also raised market concerns about privacy protection and technological sovereignty. As a brand centered on privacy protection, how Apple implements its strict security protocols within a competitor's data center is a key point in the negotiations between the two parties. The current plan leans towards a "managed server" model, where Apple operates its self-developed or customized hardware architecture within Google's data center, with Google providing basic power and network bandwidth, thus balancing cost efficiency and data security. This model not only allows Google to potentially earn up to $1 billion annually but also solidifies its leading position in the AI infrastructure services market. Industry analysts believe that this cooperation resembles a "phased alliance." Apple has not abandoned its plans to develop its own AI server chips. Supply chain reports indicate that Apple's self-developed high-performance AI chips are expected to enter large-scale production in the second half of 2026. This means that the current cloud service expansion is a strategy Apple has adopted to alleviate short-term computing power shortages. Until Apple completes its full-stack self-development from chips to the cloud, this complex relationship of "competition and cooperation" with Google will become the norm in the competition among tech giants in the coming years ### 相关股票 - [Apple (AAPL.US)](https://longbridge.com/zh-CN/quote/AAPL.US.md) - [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [Amazon (AMZN.US)](https://longbridge.com/zh-CN/quote/AMZN.US.md) - [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [iShares Expanded Tech Software Sector ETF (IGV.US)](https://longbridge.com/zh-CN/quote/IGV.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [Proshares Big Data Refiners ETF (DAT.US)](https://longbridge.com/zh-CN/quote/DAT.US.md) - [Direxion Daily AAPL Bull 2X Shares (AAPU.US)](https://longbridge.com/zh-CN/quote/AAPU.US.md) - [GraniteShares 2x Long AAPL Daily ETF (AAPB.US)](https://longbridge.com/zh-CN/quote/AAPB.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/zh-CN/quote/GGLL.US.md) - [Global X Data Center & Dgtl Infrs ETF (DTCR.US)](https://longbridge.com/zh-CN/quote/DTCR.US.md) - [T-Rex 2X Long Apple Daily Target ETF (AAPX.US)](https://longbridge.com/zh-CN/quote/AAPX.US.md) - [First Trust Index NextG ETF (NXTG.US)](https://longbridge.com/zh-CN/quote/NXTG.US.md) - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [SPDR S&P Software (XSW.US)](https://longbridge.com/zh-CN/quote/XSW.US.md) - [Roundhill GOOGL WeeklyPay ETF (GOOW.US)](https://longbridge.com/zh-CN/quote/GOOW.US.md) - [Direxion Daily AMZN Bull 2X Shares (AMZU.US)](https://longbridge.com/zh-CN/quote/AMZU.US.md) - [iShares US Digital Infrastructure and Real Estate ETF (IDGT.US)](https://longbridge.com/zh-CN/quote/IDGT.US.md) - [Pacer Data & Infrastructure Real Estate ETF (SRVR.US)](https://longbridge.com/zh-CN/quote/SRVR.US.md) - [Invesco S&P 500 Equal Weight Tech ETF (RSPT.US)](https://longbridge.com/zh-CN/quote/RSPT.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [Franklin Exponential Data ETF (XDAT.US)](https://longbridge.com/zh-CN/quote/XDAT.US.md) - [Direxion Daily AAPL Bear 1x Shares (AAPD.US)](https://longbridge.com/zh-CN/quote/AAPD.US.md) - [Kurv Yield Premium Strategy Apple Aapl ETF (AAPY.US)](https://longbridge.com/zh-CN/quote/AAPY.US.md) - [YieldMax AAPL Option Income Strategy ETF (APLY.US)](https://longbridge.com/zh-CN/quote/APLY.US.md) ## 相关资讯与研究 - [Google’s Android Automotive is moving from the dashboard to the ‘brain’ of the car](https://longbridge.com/zh-CN/news/280345973.md) - [Google to Label Verified Investment Apps on App Store in India](https://longbridge.com/zh-CN/news/280479421.md) - [Direxion Daily GOOGL Bull 2X Shares (NASDAQ:GGLL) Trading Down 7.8% - Time to Sell?](https://longbridge.com/zh-CN/news/280367180.md) - [High-Probability Apple Iron Condor with 22% Return Potential](https://longbridge.com/zh-CN/news/280147535.md) - [Alphabet's Google Introduces Lyria 3 Pro Music Generation Model](https://longbridge.com/zh-CN/news/280507382.md)