Apple plans to use Google’s Gemini artificial intelligence model to power its updated version of Siri, set to launch later this year, the two companies announced Monday. Apple and Google said in a joint statement that after careful evaluation, Apple determined Google’s AI technology provides the most capable foundation for its Apple Foundation Models and will unlock innovative new experiences for users. The companies have entered a multi-year contract for Apple to use Gemini and Google’s cloud computing technology to support AI features.
The partnership could accelerate the release of Apple’s more advanced AI-powered Siri, which was delayed after being first teased at the 2024 Worldwide Developers Conference. The delay has raised concerns that Apple is lagging behind other tech giants in AI development. While the agreement suggests Apple continues to face challenges developing a competitive in-house AI model, Wall Street has viewed the news positively. Apple is betting that added AI capabilities, including the updated Siri, will help boost device sales after several challenging years for the iPhone.
The deal is also a major win for Google in the race to create the most capable and widely used AI model. Apple has also partnered with OpenAI to use ChatGPT for some AI features, but Monday’s deal places Gemini at the center of Apple’s AI strategy. It remains unclear how this will affect ChatGPT integration on Apple devices. Wedbush tech analyst Dan Ives described the partnership as “an incremental positive” for both Apple and Google.
Financial terms of the agreement were not disclosed. Bloomberg reported in fall 2025 that Apple had considered paying around $1 billion annually to incorporate Gemini into Siri and had explored partnerships with other AI firms, including OpenAI and Anthropic. Apple said the new agreement ensures that Apple Intelligence AI features will continue to run either on users’ devices or in a secure cloud to protect personal data.
Shares of Apple and Google rose slightly on Monday, with Google briefly reaching a $4 trillion market capitalization, making it the fourth publicly traded company to hit that milestone after Nvidia, Microsoft, and Apple. Analysts expect Apple to report around 11% year-over-year growth in iPhone sales for the December quarter, with total quarterly profits projected to increase nearly 8% to more than $39 billion.
