Apple’s WWDC event is a key test of whether the company can deliver a superior AI experience while relying on Google’s Gemini models, according to analyst Ming-Chi Kuo. Kuo said that if Gemini-powered Siri and Apple Intelligence outperform Google’s own implementations, it would strengthen the long-term investment case for Apple. However, if Apple fails to differentiate its AI offerings, the company’s future AI potential could be constrained by technology it does not control. The event is expected to provide investors with a clearer view of Apple’s AI roadmap beyond 2026.
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