Apple is in talks with Baidu to bring AI technology to its iPhones in China, while also discussing AI partnerships with Google and OpenAI for global integration. The move comes in response to China's regulations mandating vetting of AI models, with Baidu's Ernie Bot meeting the required standards. Alongside this, Apple is pursuing its own AI developments but has been perceived as a late entrant in the AI market, with CEO Tim Cook voicing plans for a later reveal. The broader context of the fierce AI competition involves other tech giants like Microsoft and OpenAI vying for investment and market dominance. Furthermore, Tim Cook's current visit to China reflects Apple's efforts to maintain its foothold in a challenging market environment, amid issues like weakening iPhone sales and a recent antitrust lawsuit in the US.