Google has taken a significant step in the AI arena by releasing new smartphones integrated with advanced AI capabilities, outpacing Apple and OpenAI in this technological race. This move is seen as part of Google's broader AI strategy, which some analysts suggest could put pressure on Apple, as reported by Fox News and WFIN Local News. Meanwhile, Apple is perceived to be well-positioned to succeed in the AI sector, with its AI-driven iPhone upgrade cycle and multi-modal AI innovations. However, analysts from MoffettNathanson, including Craig Moffett, have noted that Apple's potential success in AI is already reflected in its current stock price, which they have rated as neutral with a price target of $211. The competition between Google and Apple in AI extends beyond smartphones, with voice AI being highlighted as a critical area of development.