Apple might pair its iPhones with Google's Gemini AI, and Microsoft should be worried

Apple is reportedly looking to license Google’s Gemini AI for its next iPhones, and the tech company is also considering collaborating with OpenAI to integrate GPT into the upcoming iOS 18, which will be unveiled in the following months.

According to Bloomberg, Apple has even developed its own AI model, called Ajax, and even experimenting with a basic chatbot, Apple GPT. However, compared to Microsoft or Google, the company lacks the technology to develop a potent AI, and instead, it’s looking to other directions to update its phones with it.

For now, the talks are ongoing, and there are still matters to be discussed on branding, agreements of the AI implementation, and the technology itself, but more details about it should be unveiled at the upcoming WWDC which will be held in June, when the company is expected to unveil the next iOS.

Apple and Google have a history, so this is not entirely unexpected: Google is reportedly paying Apple $18 billion a year to be the default browser on Apple devices, so now, that the tables are somehow turning, it will be interesting to see how the partnership between the two companies will develop further.

Either way, this is not entirely good news for Microsoft, and its Copilot cohort: the company has been investing quite the resources in AI, and it’s making this technology the essence of the Windows experience. AI is also a prominent part of its B2B products, such as Microsoft 365, and Microsoft Teams, and the Redmond-based tech giant is seen somehow at the forefront of the whole technology.

A possible partnership between Google and Apple, when it comes to AI, could potentially diminish Microsoft’s market share in the AI industry, and it could become a case similar to the Google Chrome and Microsoft Edge rivalry. Even though Edge is on par with Chrome, or even better, for that matter, it still lives under Chrome’s shadow.

If Apple gears up its upcoming iPhone with the Gemini AI, Microsoft will have to catch up swiftly and effectively.