
Apple Bets on Google AI as Bridge to Its Own AI-Chip Era
Analyst Ming-Chi Kuo says Apple’s Google AI deal is a temporary bridge to meet near-term AI expectations while Apple mass-produces its own AI server chips in the second half of 2026 and builds Apple-operated data centers by 2027. The short-term partnership eases pressure for a credible WWDC showing and reflects a shift toward owning core AI tech and deeper hardware/OS integration, with on-device AI not driving hardware sales immediately but hybrid workloads expected to grow from 2027.













