In a landmark agreement that reshapes the artificial intelligence landscape, Apple Inc. has selected Google’s Gemini AI models to power its upcoming Siri revitalization. This multi-year partnership, announced Monday, represents a strategic consolidation between tech titans as they position themselves against emerging competitors like OpenAI.
The collaboration grants Google unprecedented access to Apple’s massive installed base exceeding two billion active devices worldwide. This arrangement significantly bolsters Alphabet’s competitive standing in the generative AI arena while providing Apple with the advanced technology needed to accelerate its AI initiatives after several developmental setbacks.
According to Google’s statement, ‘After meticulous evaluation, Apple determined Google’s AI technology provides the most capable foundation for Apple Foundation Models.’ The Gemini infrastructure will not only drive the enhanced Siri experience scheduled for release later this year but will also support additional Apple Intelligence features in development.
This alliance extends beyond AI into the established search partnership between the companies, where Google serves as the default search engine on Apple devices—an arrangement generating tens of billions in annual revenue for Apple while driving substantial traffic to Google’s ecosystem.
The market responded enthusiastically to the announcement, with Alphabet’s market valuation surging past the $4 trillion threshold on Monday. This continues the stock’s impressive 65% growth trajectory from 2025, reflecting growing investor confidence in Google’s AI capabilities.
Addressing privacy concerns, Google emphasized that ‘Apple Intelligence will continue to run on Apple devices and Private Cloud Compute while maintaining Apple’s industry-leading privacy standards.’ This strategic positioning aims to differentiate the partnership from competitors by emphasizing on-device processing and data protection.
The agreement positions OpenAI, which had previously secured iPhone integration for ChatGPT, in a secondary role. Industry analysts note that ChatGPT will remain available for complex, opt-in queries rather than serving as the primary intelligence layer for Apple’s ecosystem.