The era of "AI integrates everything" has arrived! From AI chat windows to full-scenario intelligent systems, Google aims to embed Gemini into the Android ecosystem

According to Zhitong Finance APP, American tech giant Google (GOOGL.US) plans to leverage the latest Android system (i.e., Android) for a major update, aiming to transform the cutting-edge AI application tool Gemini from a simple AI chatbot into the core operating layer covering Android terminal ecosystems such as smartphones, browser operating systems, automotive intelligent driving systems, laptops, and wearable devices. Notably, this move by Google comes just weeks before Apple is expected to showcase its Gemini-based Apple Intelligence major update and AI Siri super AI voice assistant at the WWDC (Worldwide Developers Conference) in June.

It is understood that ahead of next week's Google I/O developer conference, the company previewed several major Android updates to investors, including fully automated applications driven by AI technology, a smarter Chrome browser on Android, new AI tools for creators, a redesigned Android Auto intelligent experience, and a series of new security features.

Google, under Alphabet, has relied on the Gemini AI super platform in recent years to help it compete fiercely with OpenAI and Anthropic in the artificial intelligence large model and service market, while striving to make Gemini the core brain of its extensive product portfolio (including a series of terminal products powered by Android). Meanwhile, Gemini also provides strong driving force for Apple's new AI strategic blueprint, allowing Google to maintain a leading role in promoting its version in the personal mode AI development race dominated by the iPhone.

Intelligent Systems and Agent-based AI Functions Covering the Android Ecosystem

Sameer Samat, responsible for the Android ecosystem, stated in a media interview that Google is rebuilding some core functions of Android around Gemini Intelligence to help users complete daily tasks more easily. "We are transitioning from an operating system to a complete intelligent system," he said.

As part of the announcement on Tuesday, Google stated that Gemini Intelligence will be able to achieve more personalized and precise operations across applications, understanding screen content and completing cross-application tasks that typically require users to switch between multiple services. This means the Android operating system is moving beyond the traditional smart assistant model—where users ask questions and receive answers—to a customized AI assistant focused on one-click agent workflows.

For example, Google stated that Gemini can extract relevant detail information from Gmail, quickly create a shopping cart, and make restaurant reservations. Samat illustrated that it can allow Gemini to check the guest list for a barbecue dinner, create a menu, add ingredients to the Instacart list, and return to the user for confirmation before checkout A major concern surrounding agent-based AI is that software may act on behalf of users without permission. Samat stated that Gemini will return to the user for confirmation before completing transactions, adding, "Humans are always in the loop."

Just four months after announcing the Gemini agreement with Google, Apple still faces pressure from users and investors to showcase a more powerful version of Apple Intelligence, as the product lags behind in the market. Apple has long viewed privacy, hardware integration, and control over user experience as its advantages.

Apple is currently undergoing a complete overhaul of its Siri voice assistant based on cutting-edge AI technology and plans to unveil the long-awaited first version of the Siri AI voice assistant at the Worldwide Developers Conference in June this year. This overhaul comes against the backdrop of delays in the progress of Apple's exclusive AI feature—Apple Intelligence. The new Siri features announced at the 2024 WWDC have never officially launched, and plans for a spring 2025 release have been repeatedly postponed. The significant release of the new version of Siri is seen as a key counterattack by Apple under pressure from competitors like ChatGPT and Claude, who are continuously updating and iterating.

In terms of the technical foundation for Siri AI, it will be supported by one of the world's leading AI large models—Google's exclusive Gemini AI large model. Earlier in January, the American tech giant Alphabet confirmed that it had reached a multi-year agreement with Apple, the consumer electronics leader with the world's most popular smart products, including the iPhone and iPad, to provide the core AI large model support for the company's edge AI technology, including the Siri AI voice assistant embedded with new AI features after the upgrade.

This AI collaboration is a significant boon for both parties, as Apple's Siri finally welcomes a breakthrough transformation based on AI. At that time, Alphabet's market value reached $4 trillion for the first time, driven by the multi-year agreement with Apple, making it the company with the second-highest market value globally, only behind Nvidia ($4.5 trillion).

In the vision of Siri updates among Apple fans, with the support of cloud and edge AI large models, Apple's Siri may no longer be a clumsy, formal voice assistant. By combining cloud AI computing resources and edge generative AI capabilities, Apple's iPhone models are expected to achieve a "personal AI assistant" that better meets individual user needs, similar to the "omni-functional AI companion" in the movie "HER." Apple has stated that the updated Siri voice assistant will be able to utilize users' personal information to answer questions and perform actions across various applications.

Google's push for AI penetration in the Android ecosystem aims to demonstrate its ability to integrate cutting-edge AI technology more deeply into device experiences while still allowing users to control the visible content, operational scope, and when confirmation is needed The Google preview report shows that the one-click fully automated feature for apps will be rolled out in phases, starting with the latest Samsung Galaxy and Google Pixel AI smartphones this summer, and then expanding to more Android-based consumer electronic devices, including watches, cars, glasses, and laptops.

The company has also redesigned Android Auto around Gemini, making electric vehicles another major use case for the Gemini AI assistant. Android Auto has been deployed in over 250 million vehicles, and Google stated that this new version includes the largest map service update in a decade, offering a range of cutting-edge AI features powered by Gemini, such as completing food orders through a voice AI assistant while driving.

From "AI underachiever" to all-rounder, Google's parent company Alphabet quietly approaches the world's highest market value throne

There is no doubt that Alphabet's series of grand strategies around AI applications, especially the successful integration of Gemini into Google's cloud computing ecosystem, YouTube, search engine, and enterprise AI daily workflow strategies based on Google Docs, have received positive recognition from Wall Street institutional investors, driving the company's stock price up over 140% in the past year, while Apple rose about 40% in the same period. Investors are now more eager to see how Gemini can become the core AI for everyday products, the so-called "AI integration of all things."

In the past year, Google under Alphabet has completed its transformation from "AI outsider" to "AI comprehensive winner," with strong stock performance allowing it to quickly catch up to Nvidia in market value. The company occupies a core position in multiple key aspects of the AI ecosystem, including self-developed TPU chips, cloud computing, search advertising, YouTube, and autonomous driving with Waymo, providing it with cross-business, multi-source revenue capabilities. Institutional investors have significantly increased their confidence, and Wall Street analysts have substantially raised their earnings expectations for 2026 to 2027 in the past month, with the 2026 net profit expectation raised by about 19%, showing the market's full recognition of Alphabet's ongoing layout in the AI field.

In terms of market value catch-up, Alphabet has narrowed the market value gap with Nvidia from over $1.5 trillion to about $400 billion in the past six months, demonstrating its strong performance in the capital market and valuation drivers. Although Nvidia still holds a leading position in the AI chip field, Alphabet is gradually opening its TPU chips to Google Cloud customers and its AI infrastructure, while forming a full-chain AI ecosystem covering chips, models, and applications through the Gemini model and Anthropic investments. This comprehensive strategy gives it the potential to become the biggest winner in the AI era.

However, the further upside potential for the stock price seems to be somewhat limited. The current stock price corresponds to an expected price-to-earnings ratio of about 28 times, which, while not reaching the extreme levels of the internet bubble, is higher than the 10-year average and close to historical highs since 2008. Additionally, Gemini and other top AI models continue to face competitive pressure, with rapidly changing market sentiment surrounding AI applications and AI computing power infrastructure This means that investors must be vigilant about short-term fluctuations and potential risks. Nevertheless, from a long-term value perspective, Alphabet's comprehensive ecosystem layout and diversified profit model still provide a solid foundation for long-term growth, and gaining favor from value investors like Berkshire Hathaway further reinforces its market signal