Google & Apple close multi-year non exclusive deal

January 13, 2026

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Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> Gemini already behind Galaxy AI, now lands on Apple Intelligence too

> will run on device or Apple's private cloud, maintaining user privacy

> major Siri update expected later in this year after Gemini revamp

> ChatGPT's iOS integration currently unaffected by the deal

> deal closed despite Google’s search antitrust pressure; Musk claims "unreasonable concentration of power" following announcement

> also recently hit $4T valuation, fourth company in the world to do so

> long-standing co-dependence between the two companies

> Apple's TSMC spending surged 12× from $2B (2014) to $24B (2025), growing from ~9% to ~20% of TSMC's total revenue

> TSMC's dominance thus largely owed to revenue & backing from Apple

> Apple was the only customer able to pre-fund leading-edge nodes in bulk; Nvidia’s AI cash flow broke that monopoly

> TSMC revenue mix flipped: HPC up from 36% to 58% (2020-2025) while smartphones fell from 46% to 29%

> Apple shifted from growth driver to predictable baseline - de-risking fab capex

> was TSMC's only anchor but now has 2: Apple provides baseline stability while NVIDIA adds high-margin growth

> still very vital as iPhone buys 20-25% of total revenue & fills 70%+ of 3nm capacity

> upcoming risk: Apple and NVIDIA competing for the same advanced 3D packaging capacity

> healthcare now a major AI focus: ~230M weekly ChatGPT health queries

> Anthropic launched Claude for Healthcare & Life Sciences: regulated-use copilot for clinical writing, literature review, trial design, decision support, etc.

> release follows OpenAI's launch this month: ChatGPT Health consumer health layer for symptom tracking, labs, records, follow-ups, etc.

> OpenAI also acquired Torch ($100M) recently to deepen EHR + clinical workflows

> another recent healthcare move: NVIDIA & Eli Lilly $1B, 5-year AI drug-discovery collab as pharma emerging as one of AI’s first high-budget, defensible verticals