Apple’s Big AI Bet in China.
Instead of partnering with DeepSeek or Bytedance, they’re bringing Apple Intelligence to China with Alibaba.
Why does this matter?
iPhone sales in China dropped 11%.
Apple Intelligence wasn’t available in its biggest market.
Huawei & local competitors rushed in to fill the gap.
Apple first tried Baidu, but technical hurdles led them to Alibaba instead.
Meanwhile, in the U.S. they’ve already teamed up with OpenAI and are open to working with Google’s Gemini next.
Smart move or playing defense?