Although Apple's collaboration with Google in the field of artificial intelligence has attracted widespread attention, Tim Cook, CEO of Apple, repeatedly emphasized during the latest quarterly earnings call and an interview with CNBC that Apple's privacy protection rules remain as solid as ever, and the core architecture of Apple Intelligence will not change due to external collaborations.

Stick to the "Device-side + Private Cloud" Architecture, Privacy Commitment Remains Unchanged

Cook clearly stated that Apple Intelligence will continue to strictly follow the previously announced technical roadmap, which is the combination of device-side processing and private cloud computing (Private Cloud Compute). He emphasized: "We will not change our privacy rules. Even with a partnership with Google, the underlying technology will remain in Apple's hands, not Google's."

This statement aims to alleviate market concerns. According to current plans, when users use Apple Intelligence, the one they interact with remains Apple Foundation Models (Apple Foundation Models). Although Apple uses the Google Gemini model with 1.2 trillion parameters to train and enhance its existing models, user data interactions are strictly limited within Apple's private environment, without direct data exchanges with Google.

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iOS26.4: The Turning Point for Personalized Siri

The highly anticipated upgrade of Apple Intelligence and a more "personalized" Siri is expected to debut in iOS26.4. At that time, Siri will have stronger privacy security features, allowing it to handle device data and network information interactions more accurately.

Apple's ambitions do not stop there. Reports suggest that at the 2026 WWDC Conference, Apple will further advance the "chatbotization" of Siri. Although Siri will still not exist as an independent application, it will have powerful conversation memory functions and be able to sensitively perceive users' tone and emotions to respond accordingly.

Supply Chain Limitations and the "Opacity" of Collaboration

Notably, Apple's control over private cloud servers faces external challenges. Due to the shortage of NVIDIA chips, there are rumors that Apple may have to rent Google's servers to deploy its private cloud models.

Although the technical details remain unclear, Cook also stated that he would not disclose the specific terms of the Gemini transaction. However, Apple's commitment during the earnings period is legally binding. If user data is transmitted to Google without permission, Apple could face severe intervention and legal action from the U.S. Securities and Exchange Commission (SEC).