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8 thoughts on Gemini talks between Apple and Google

March 19, 2024 5:00 PM EDT

Analysts at Bernstein provided their thoughts on the reported talks between Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) regarding the licensing of Google Gemini to power new artificial intelligence software features for the iPhone.

The firm is not surprised Apple is looking to potentially partner with Google on AI capabilities. "Going it alone or with another partner would risk a highly profitable and proven revenue stream with Google today," said the firm, which feels that although Apple... More