Google sold Apple the ability to run certain Gemini models on Apple's data-center hardware, using Google's orchestration layer. Apple hooks into that not dissimilar from an API-provider, and then builds everything upstream.

Meaning the system prompt(s), harness, entry and exit points, and skills. So the product is still "Siri AI", because of all the stuff that takes it from a raw infrastructure concern upon up into a "product" is Apple's responsibility.

Google are "okay with that" because Apple pays them $1B a year, per press reports, to be.

I don't think you conceptualize Google's game plan. all these companies care about is b2b contracts so they can inflate their balance sheets because when it's digital, it doesn't have to actually exist for it to "make money"

If iCloud is implemented on Google Cloud Storage, why do they call it iCloud?

I'm sure they're getting a sufficiently big paycheque to white label their models for the biggest consumer computer seller on the planet.

There's loads of AI features out there that are powered by a model provider, yet are not branded by them. Why would this be different?

People keep saying Gemini but it's not clear that the models are Gemini. They might be separate models.