Apple Taps Google’s Gemini to Power Next-Generation AI and Siri Upgrade
The deal underscores Google’s growing influence in the AI space, coming at a time when it has regained market momentum, overtaken Apple in market capitalization for the first time since 2019, and recorded its strongest performance in more than a decade.
Apple is turning to Google to strengthen the artificial intelligence backbone behind its future products, marking a major collaboration between two long-time technology rivals. Under a new multiyear agreement, Apple will rely on Google’s Gemini AI models and cloud capabilities to support its next generation of AI features, including a significantly upgraded version of Siri expected to roll out later this year. Apple said the decision followed extensive internal testing, with Google’s technology emerging as the most advanced foundation for its evolving AI roadmap.
Despite the partnership, Apple emphasized that AI processing will continue to run on its own devices and private cloud infrastructure, preserving its focus on user privacy and on-device performance. While financial terms were not disclosed, earlier reports suggested the arrangement could be worth around $1 billion annually. The deal underscores Google’s growing influence in the AI space, coming at a time when it has regained market momentum, overtaken Apple in market capitalization for the first time since 2019, and recorded its strongest performance in more than a decade.
The agreement also builds on the companies’ long-standing commercial relationship, which already includes Google paying Apple billions each year to remain the default search engine on iPhones. That partnership survived recent antitrust challenges after a U.S. court ruling allowed Google to maintain key business agreements despite findings of anti-competitive practices in search.
Apple has faced mounting pressure to accelerate its AI strategy as competitors such as Microsoft, Amazon, and Meta aggressively invest in generative AI. The iPhone maker previously delayed a major Siri upgrade to 2026, citing development challenges. While Apple currently integrates OpenAI’s ChatGPT into Siri for advanced queries, it confirmed that the new collaboration with Google does not change that arrangement, leaving open questions about how multiple AI models will coexist within Apple’s ecosystem.
For Google, the deal reinforces its resurgence in artificial intelligence, highlighted by the launch of its Gemini 3 model and a surge in high-value cloud contracts through 2025. Partnering with Apple positions Google’s AI as a core platform for consumer technology at global scale, while giving Apple a powerful boost as it prepares to roll out its most ambitious AI features to date.
