• Apple will use Google’s Gemini AI models to upgrade Siri and power other Apple Intelligence features across devices.
• The move deepens Apple’s partnership with Google and raises questions about the future of OpenAI integration on Apple devices.
• Alphabet’s AI momentum and Gemini adoption contribute to its market valuation surpassing USD 4T amid global AI competition.

Gemini

Apple and Google have entered into a multi-year collaboration. Apple will use Google’s Gemini models as the foundation for its next-generation Siri and upcoming AI features. The multi-year deal positions Google as a key partner in Apple’s AI strategy while maintaining the company’s privacy standards. This builds on Apple and Google’s existing partnership, which includes Google Search as the default engine on Apple devices.

The agreement will see Gemini models integrated into Apple Foundation Models, which underpin Siri and future Apple Intelligence tools. According to Google, these models will allow Apple to deliver more personalized experiences without compromising device privacy. Apple’s AI will continue to run on Apple devices and its Private Cloud Compute infrastructure.

Artificial Intelligence 

The decision reflects Apple’s careful evaluation of AI providers, with Google’s Gemini technology deemed the most capable for their requirements. This move comes after Apple had previously introduced ChatGPT integration on Siri for complex queries. OpenAI’s role now shifts toward specialized, opt-in interactions rather than serving as the default AI engine.

Industry observers note that Apple’s choice strengthens Google’s position against OpenAI, especially in the race to develop cutting-edge generative AI models. Google has already leveraged Gemini for Samsung’s Galaxy AI ecosystem, and the Apple deal opens access to over two billion active devices globally.

The financial details of the Gemini agreement were not disclosed. Following the announcement, Alphabet’s stock surged, helping push its valuation beyond USD 4 trillion.Apple faces mounting pressure to upgrade its AI offerings after delays in Siri improvements and mixed reactions to initial generative AI rollouts. This deal signals a renewed effort to enhance user experiences while keeping privacy a central focus.