Apple and Google Partner on Gemini AI to Power New Siri Upgrade
Apple and Google have entered a multi-year agreement to integrate Gemini models into a revamped Siri scheduled to launch later this year. As a result, the partnership deepens cooperation between the two technology giants in artificial intelligence. Moreover, the deal strengthens Google’s competitive position against OpenAI.
The agreement gives Apple access to advanced AI capabilities across its global device ecosystem. Consequently, Google gains exposure to more than two billion active devices. At the same time, the announcement fueled investor optimism around Google’s AI strategy.
Gemini to power Siri upgrade
Under the deal, Apple will use Gemini models as the core foundation for its updated Siri and future AI-driven features. In addition, the models will support broader intelligence functions across Apple’s platforms. Financial details of the agreement were not disclosed.
Apple had already integrated ChatGPT into its devices in late 2024. As a result, Siri gained the ability to handle more complex queries through external AI support. However, Apple indicated there were no major changes to that existing integration following the new agreement.
Impact on competition and partnerships
The partnership has raised questions about the future role of OpenAI within Apple’s AI ecosystem. Meanwhile, competitive pressure within the AI sector has intensified as companies accelerate model development and infrastructure investments. Therefore, the deal is widely seen as a strategic shift in the AI landscape.
Google has expanded its focus on advanced AI models, along with image and video generation, to counter rivals. At the same time, Apple has faced challenges due to delays in AI rollouts and executive changes. Consequently, the Gemini agreement signals a move to strengthen Apple’s AI capabilities more quickly.
Market and privacy implications
The new agreement builds on a long-standing relationship that already positions Google as the default search engine on Apple devices. As a result, the partnership continues to deliver significant revenue benefits to both companies.
Following the announcement, Alphabet’s market valuation climbed above $4 trillion. Additionally, investor confidence has remained strong due to continued optimism around AI growth. To address privacy concerns, the companies confirmed that AI features will operate on-device and through private cloud infrastructure while maintaining existing privacy standards.
