The Apple-Google AI Deal Could Redefine Siri, Gemini, and the Future of Voice Assistants Worldwide

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Apple has signed a ‌multi-year deal with Google to use Gemini models for its revamped Siri, coming later this year. It deepens alliance among tech giants in the AI era and bolsters Alphabet's position in the race against OpenAI.

Apple-Google Partnership

Apple has chosen Google’s Gemini AI to power a more personalised version of its digital assistant Siri. The non-exclusive deal marks a major vote of confidence for Google.

“Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google’s Gemini models and cloud technology. These models will help power future Apple Intelligence features, including a more personalised Siri coming this year,” the joint statement said.

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Apple Intelligence will continue to run on Apple devices and Private Cloud Compute, while maintaining Apple’s privacy standards.

Will it Improve Siri’s Performance?

The multi-year partnership agreement will help Apple accelerate its AI development. It will help Apple launch a series of upgraded AI features in 2026. This partnership will ensure that the iPhone maker can focus on user experience.

What it Means for Google

In recent months, the search engine giant has relieved investors’ doubts about its AI strategy with its Gemini 3 model and the Nano Banana image generator and editor. 

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Apple has roughly 1.5 billion iPhone users worldwide. They will now be using Google’s AI technology every time they talk to Siri. It will also increase the revenue for Google.

Bank of America analysts have said that the deal reinforces Gemini’s position as the leading LLM for mobile devices. Soon after the partnership announcement, Google’s parent Alphabet reached a $4 trillion valuation for the first time, surpassing Apple to become the second-most valuable company in the world. 

Morningstar analyst William Kerwin said, “This will give them a ton more users from the iPhone user base and also really cement that brand image as a go-to AI model that supports all these features.”

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A Poke from Elon Musk

"This seems like an unreasonable concentration of power for Google, given that (they) also have Android and Chrome," Tesla ⁠CEO Elon Musk said in a post on social media platform X.

Meanwhile, Musk founded his own AI firm, xAI, to compete with other major players in the industry by building foundational models.

Final Thoughts

Apple had signed a similar deal with ChatGPT-maker OpenAI in June 2024. Apple is expected to continue using OpenAI’s models for some of its Apple Intelligence features. However, it does signal that OpenAI’s ChatGPT need not be the top choice when it comes to LLMs for mobile devices. 

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Apple faced a series of setbacks on the AI front after being late to the race, with Siri's upgrade getting delayed, top-level executive changes, and the initial rollout of its generative AI tools being received with a lukewarm ‍reception.

Will this deal benefit both the tech giants? Analysts and technology enthusiasts are eagerly waiting for the outcome.