Daily Tech News Show Why Google Won’t Talk About Apple
6 snips
Feb 5, 2026 Discussion of Google's AI strategy, Gemini's role in ads and YouTube, and how Google and Apple might be cooperating behind the scenes. Breakdown of massive data center and GPU spending plans and the cloud capacity squeeze. Ram shortages delaying hardware like Steam Machine and ripple effects across devices and servers.
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AI Is Driving Tangible Growth At Google
- Alphabet's revenue, net income, and ad revenue rose significantly, with Gemini improving ad relevance and Google Cloud growing fast.
- Gemini reached 750M monthly active users, showing AI products are materially impacting Google's business growth.
Silence Sparks Apple-Google Speculation
- Sundar Pichai confirmed collaboration with Apple but refused to elaborate on details of the Gemini-Apple deal.
- That silence fueled speculation even though multiple plausible explanations exist.
Plausible Structure For Apple-Gemini Deal
- Wesley Hilliard's explanation reconciles the secrecy: Apple may run Gemini-derived models on private cloud compute while upholding Apple's privacy standards.
- This fits precedent since Apple already uses Google Cloud for iCloud with security guarantees.