Google has emerged from its I/O developer conference this week with analysts bullish on its AI capabilities, citing the search giant as having a major mobile opportunity. The company’s new AI features, including Project Astra, could be a “Trojan horse” for its device business, according to Bank of America analysts. With Apple’s iOS struggling to compete in terms of AI capabilities, Google is poised to capitalize on this gap.
Apple’s lackluster AI rollouts have led to the company being behind Google and OpenAI in AI development. Meanwhile, Google has been preparing for this moment by merging its Pixel, Chrome, and Android teams, and its renewed bet on XR glasses could be a major opportunity. The company’s golden opportunity lies in leveraging its AI capabilities to gain an edge over competitors.
While iPhone users will get some of these new features through Google’s iOS apps, it’s clear that the “universal assistant” the company is building will only see its full potential on Android. This could finally get iOS users to make the switch, as the gap in capabilities between Android and iOS continues to widen.
Google faces a challenge in balancing its relationships with partners like Samsung while seizing this opportunity. However, with its AI capabilities leading the way, Google appears poised to capitalize on this moment and become a leader in the industry.
Source: https://www.businessinsider.com/google-ai-opportunity-apple-struggles-lagging-features-2025-5