Digital partnerships

The end of technological autarky: Meta relies on Midjourney, Apple looks to Gemini to relaunch Siri

Exploding costs, rapid innovation cycles and legal challenges over copyright are pushing big tech into unprecedented alliances. It is the beginning of a new geography of artificial intelligence

4' min read

Translated by AI
Versione italiana

4' min read

Translated by AI
Versione italiana

The monopoly of technological pride is over. After years in which Apple and Meta - as well as the other Silicon Valley giants - have claimed self-sufficiency in their own research labs - relying on Cupertino's vertical integration and internal projects such as the FAIR lab and Menlo Park's LLaMA models - today both giants are choosing the path of alliances. Meta has announced a licensing agreement with Midjourney to integrate its technology into future products; Apple has started preliminary talks with Google for a possible integration of Gemini into a redesigned Siri. Not even big tech can afford to chase innovation alone.

Meta and Midjourney's bet on aesthetics

Meta's decision to enter into an agreement with Midjourney marks a change from the tradition of in-house development. Midjourney, which was founded in 2021 and went public in 2022,has quickly established itself as a leader in generative artificial intelligence (AI) for the production of high-impact images. Its models, disseminated through a global community, have shaped an instantly recognisable style, somewhere between digital art and photographic realism.

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Mark Zuckerberg's giant tried to chase with proprietary systems such as Imagine (image generation) and the experimental Movie Gen model/stack for video, but these struggled to keep up with rivals such as OpenAI's Sora or Google's Veo. For a company that thrives on visual content - from social sharing to advertisements - the gap risked becoming an unsustainable competitive factor. Hence the decision to open the door to an external technology, destined to flow into the future creative tools of the Meta ecosystem (on its main social platforms).

The new Chief AI Officer, Alexandr Wang, spoke of an all-of-the-above strategy, combining in-house research, computing infrastructure and targeted alliances. It is a cultural shift that marks the end of an idea (and ideal) of total self-sufficiency. However, legal questions remain open because Midjourney has been repeatedly accused of training its models on datasets containing copyrighted works. Meta knows that the risks are real, but it has chosen the quickest route to become competitive again in the field of digital aesthetics.

According to Grand View Research, the global generative artificial intelligence market is estimated at $16.87 billion in 2024 and could exceed $100 billion by 2030. For Meta, falling behind does not only mean losing prestige, but compromising its main source of revenue: in Q2 2025, the group recorded $46.56 billion in advertising revenue out of a total of $47.52 billion, or about 98 % of revenues.

Apple and the relaunch of Siri with the Gemini hypothesis

If Meta buys 'aesthetics', Apple is betting on 'intelligence'. Siri, launched in 2011 as the first global voice assistant, has remained stuck at the post. While Alexa and Google Assistant gained ground, the arrival of generative chatbots such as ChatGPT made clear the backwardness of a system incapable of truly understanding context or supporting natural conversations.

An attempt to reverse course was made with Apple Intelligence, announced in 2024, with models operating directly on devices and, in more complex cases, on private cloud servers to guarantee data confidentiality. The limitations, however, quickly became clear: Siri is not yet able to compete with rivals.

Thus Apple is discussing with Google the use of Gemini, Mountain View's flagship model. According to rumours gathered by Bloomberg and Reuters,the idea is to develop a customised version of Gemini, hosted on Apple infrastructure, so as to combine conversational power and privacy protection. The new Siri could arrive as early as 2026, according to Bloomberg, but the decision has to be made soon. In the meantime, Samsung has already brought Galaxy AI to its devices, combining its own Samsung Gauss model with solutions such as Gemini, while Microsoft has turned Copilot into an assistant across Windows and the Office suite. The risk for Cupertino is that Siri, even enhanced, will arrive late in an already occupied market.

In the meantime, however, the hypothesis has already warmed the markets: Alphabet's shares are up over three percentage points, Apple's up about one and a half, according to Reuters. If the deal goes through, it would be a momentous change for the Tim Cook-led giant, which has always made end-to-end control its hallmark

Silicon Valley changes face

Not only Meta and Apple. In recent times, the geography of AI has been reshaped by a logic of alliances involving all the big guys: Microsoft has invested billions in OpenAI, Amazon has forged a strategic link with Anthropic. In each of these cases, the logic is the same: computing costs have exploded, datasets require unprecedented resources and authorisations, innovation cycles have shortened to the point that not even the richest companies can afford to stay locked in their labs.

Technological autarky, the hallmark of Silicon Valley in the 2000s and 10s, is no longer sustainable. Generative artificial intelligence has necessitated a change of pace.In order to survive and remain competitive, the giants must above all choose with whom to ally.

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