CALIFORNIA, UNITED STATES – Rather than building everything in-house, Apple’s 2025 AI strategy will involve outsourcing some of its core AI work to Google, Anthropic, and OpenAI. This practical move helps the tech giant stay competitive in this fast-moving market.
Investors are watching Apple’s hybrid AI strategy closely. They see that this move comes with risks, such as the company becoming overly dependent on partners or facing regulatory challenges.
For Apple to ensure success, it will depend on its ability to manage these partnerships well and balance costs with innovation to evolve its AI-driven services.
Reason for the Strategic Shift to Outsourcing
Building premium large language models (LLMs) in-house involves significant financial investment and technical complexities.
By partnering with Google (Gemini), Anthropic (Claude), and OpenAI (GPT), the company can integrate their AI models to accelerate the evolution of Siri and other AI-driven services while utilizing its own infrastructure to safeguard user privacy and enhance the user experience.
Apple’s decision makes sense from a financial perspective. It won’t have to spend billions in building and training a top-level AI-driven service, but rather only pays licensing fees to use the partners’ AI models.
This trade-off, however, comes with a risk. Apple could end up with slower innovation or higher costs should the partner decide to prioritize its own backyard—for example, Google focusing on its search dominance. To prevent this, the tech giant has to exercise oversight over the integration of AI models and communicate regularly with partners for any changes on their side.
