Tech In Depth

Apple Intelligence Built Atop Google Gemini Seems Like Admitting Defeat

Apple’s decision to rely on Gemini casts doubt about the advantages of Apple Intelligence.
Shoppers at an Apple iPhone 17 Pro kiosk inside a Target store.Photographer: David Paul Morris/Bloomberg
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Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Austin Carr returns to one of his favorite subjects, the Apple-Google relationship.

Yearlong DeepSeek moment: Enthusiasm about homegrown AI technologies has been the single biggest driver of China’s equities bull run since April, even as the world’s second-largest economy remained mired in a housing slump and anemic consumption. The momentum may gain further support in the coming months as DeepSeek rolls out a new AI model.