There's also the possibility it was a coincidence, and the stakeholders in the Gemini decision are breathing a heavy sigh of relief.

Based on the timelines at play here, I'd wager this.

Pretty foolish of them to play so unethically only to lose such a big account and now gain an open-and-shut lawsuit that will seriously damage their ability to compete in hardware for a very long time.

Maybe they believed Apple would roll their own AI and not have to license Google's.

Changing suppliers is potentially the reason why Apple’s AI strategy was so delayed.

I heard oai turned apple down, not the other way around