Apple shifts next-generation Foundation Model to Google Gemini

Apple signed a multiyear deal to build its next-generation Foundation Model on Google Gemini. Reports also say Apple is preparing an Extensions feature for iOS 27, iPadOS 27, and macOS 27 that would let users choose third-party AI from Google, Anthropic, and others inside Apple Intelligence. Google Cloud revenue grew 63% YoY to $20.03B in Q1.