# Google Gemini
Latest news and articles about Google Gemini
Total: 3 articles found
iPhone 17 Supercycle Fuels Record Quarter — but AI‑Driven Chip Squeeze Puts Margins at Risk
Apple reported a record fiscal Q1 driven by iPhone 17 sales and a services business that exceeded $30 billion in a single quarter. Strong results mask strategic challenges: surging memory prices driven by AI infrastructure demand threaten gross margins, even as Apple pursues a device‑centric AI strategy built around partnerships and selective acquisitions.
OpenAI Bets on Hardware and Ads as Costs Balloon — But the Path to Profit Is Fraught
OpenAI is expanding into advertising and consumer hardware as it confronts surging compute costs and intensifying competition from Google and others. Strong 2025 revenue growth masks large cash burn and funding needs that could force aggressive monetization or deep capital raises over the next 18 months.
Apple to Recast Siri as a System‑Level Chatbot — Powered by Google’s Gemini Under the Hood
Apple will relaunch Siri as a system‑level, conversational AI called "Campos," to be unveiled at WWDC in June and shipped with iOS 27 in September. The assistant will be multimodal and deeply integrated with system apps, but its underlying model will be a customised Google Gemini running on Google Cloud and TPUs, a pragmatic deal that raises privacy, competition and strategic‑dependency questions.