At the recently concluded earnings call, Sundar Pichai, CEO of Google's parent company Alphabet, announced an exciting development — Google has become Apple's preferred cloud service provider, with Apple developing its next-generation AI model, Apple Foundation, based on Google's Gemini technology. This news undoubtedly adds a new highlight to the collaboration between the two tech giants.

Google's investment is also impressive. The company announced a plan to invest between $175 billion and $185 billion by 2026 for infrastructure development, especially to support the development of DeepMind models and meet the growing cloud service demands. Although Google's production capacity is increasing, the supply of computing power remains tight, highlighting the market's strong desire for powerful AI capabilities.

In the earnings report, Pichai revealed that the performance in the fourth quarter of 2025 exceeded expectations, with annual revenue surpassing $400 billion for the first time, and the cloud business also performed well. Google Cloud's outstanding performance further solidifies its position in the global cloud services market.

Regarding the impact of AI technology on the software-as-a-service (SaaS) industry, Pichai also responded. He stated that Gemini is not only a technology platform but has become the AI engine for many SaaS companies, helping them enhance their service capabilities. Therefore, he refuted concerns about "AI disrupting the SaaS industry," believing that Gemini will better serve these companies.

With the rapid advancement of technology, the collaboration between Google and Apple will make the application of AI technology more widespread and profound. Both individual users and enterprise customers will benefit from smarter and more efficient services. It is foreseeable that the upcoming Apple Foundation model will lead a revolution in AI technology, and Google will play an important role in this transformation.