Back in January this year, Apple made an announcement stating that it would incorporate Google's Gemini large-scale model into its product lineup. This strategic move not only underscores Apple's challenges in independently vying for a competitive edge in the artificial intelligence arena but also highlights its proactive approach in harnessing external resources to offset its limited cloud computing prowess. Presently, Apple already depends on Google Cloud for a variety of services, and this reliance is poised to intensify in the foreseeable future.

For numerous years, Apple has aspired to attain self-sufficiency in cloud computing. However, its ambitions have been thwarted by financial executives who perceive cloud computing as a cost center and are thus hesitant to commit substantial investments. This reluctance has consequently led to the departure of cloud domain experts. Apple's predicaments in both cloud computing and AI are closely intertwined, characterized by underutilization of its private cloud computing infrastructure. Should the new iteration of Siri garner positive reception from users, the demand for AI computing power is likely to skyrocket.

Apple's cloud computing conundrum can be traced back several decades. The company attempted to consolidate its server infrastructure and advance the ACDC project. Yet, both initiatives encountered sluggish progress due to resistance from the finance department. Following the introduction of ChatGPT at the end of 2022, Apple recalibrated its strategy and opted to rely on external cloud service providers to propel its AI initiatives forward.

The journey towards collaboration with Google has been fraught with twists and turns. After Google enhanced its security systems in 2023, Apple commenced the adoption of Google Cloud. In 2024, Apple unveiled the AI toolkit Apple Intelligence. Nevertheless, the response to its associated features was tepid, and the new version of Siri is still pending release. Apple's ongoing discussions with Google regarding hosting Siri could either be a precursor to the launch of the new Siri version or a response to the underwhelming performance of its private cloud computing.