Apple chooses Google's Gemini over OpenAI to power next-gen Siri in $1 billion partnership

Reviewed byNidhi Govil

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Apple and Google announced a multi-year partnership where Google's Gemini language models will power the next generation of Siri, expected to launch in spring 2026. The deal reportedly costs Apple $1 billion annually and marks a shift from the company's traditional vertical integration strategy, as it turns to external AI technology after its Apple Intelligence rollout faced delays and criticism.

Apple Google Partnership Brings Gemini to Power Siri

Apple has chosen Google's Gemini to power the next generation of Siri, confirming a multi-year partnership that positions the search giant's AI technology at the heart of Apple's evolving voice assistant strategy. The announcement validates earlier reporting by Mark Gurman that Apple would pay Google approximately $1 billion annually for access to its AI models following an extensive evaluation period

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. In a joint statement, Apple explained that after careful evaluation, they determined Google's technology provides the most capable foundation for Apple Foundation Models

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. The deal is not exclusive, leaving Apple room to explore other partnerships or eventually develop its own foundational AI models

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Source: Analytics Insight

Source: Analytics Insight

This Apple Google partnership represents a notable departure from Apple's longstanding philosophy of vertical integration. As Tim Cook stated in a 2009 earnings call, the company believes it needs to own and control the primary technologies behind its products

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. Yet Apple's struggles to develop competitive language models in-house have forced a strategic pivot. The company tested technology from competitors like OpenAI and Anthropic before settling on Google

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. While Apple already offers ChatGPT integration in iOS, this arrangement goes much deeper—Google's Gemini models will form the backbone of Apple's AI infrastructure rather than serving as an optional add-on.

Source: Market Screener

Source: Market Screener

Google's Gemini to Power Siri with Enhanced Capabilities

The personalized Siri upgrade, delayed multiple times, is now expected to launch in spring 2026, potentially arriving with iOS 26.4 in March

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. By leveraging Google's advanced language models, Siri should finally deliver on its long-promised potential. The enhanced assistant will feature App Intents to work seamlessly with Apple's own apps and third-party applications, while personal context knowledge will enable Siri to perform tasks based on data and preferences stored on your device

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. Additional capabilities include on-screen awareness, allowing Siri to see and interact with what's displayed on your screen, and World Knowledge Answers for web-based queries

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Source: Stuff

Source: Stuff

Experts suggest Google's technological edge in training models and implementing guardrails, combined with extensive mobile optimization experience through Android, made it the superior choice. Humayun Sheikh, an early DeepMind investor, noted that Google has the most comprehensive grasp of model training and optimization for mobile devices

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. Google's access to data from billions of users worldwide through Google Search, Chrome, and Android provides another advantage that OpenAI cannot match

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Apple Intelligence and User Data Privacy Concerns

Despite selecting Google as its AI partner, Apple maintains that user data privacy remains paramount. Bloomberg reported that Gemini models will run on Apple's Private Cloud Compute servers, ensuring user data remains walled off from Google's infrastructure

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. According to experts, user queries likely won't be directed to Google servers; instead, Google will build the model for Apple, with the AI living on Apple's servers and devices

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. This architecture matters more than which AI models are being used—deployment method and server hosting determine actual privacy protections.

The timing of this multi-year partnership carries additional complexity given Google's ongoing antitrust challenges. In August 2024, a federal judge ruled that Google acted illegally to maintain a search monopoly by paying companies like Apple to present its search engine as the default on devices. Between 2021 and 2022, Google paid Apple approximately $38 billion to secure default search placements

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. Judge Amit Mehta's December 2025 remedies banned Google from entering exclusive default agreements lasting more than one year

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. However, observers note the Trump administration appears less inclined to challenge Big Tech than its predecessor, suggesting this AI deal will likely proceed without regulatory interference

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What This Means for the AI Race and Apple's Future

Apple's decision to integrate Google's Gemini models arrives after a turbulent period for Apple Intelligence. The iPhone 16 was marketed as "Built for Apple Intelligence" but shipped without the feature, with capabilities arriving piecemeal over subsequent months while the promised smarter Siri never materialized

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. Apple executives admitted they had returned to the drawing board, and personnel were shuffled

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. Yet despite this rocky rollout, Apple maintained strong sales performance. IDC's Q3 2025 report noted robust demand for the iPhone 17 lineup, with pre-orders surpassing the previous generation, while Counterpoint Research identified Apple as the global smartphone market leader in 2025 with 10 percent year-over-year growth

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The partnership raises questions about whether Apple views AI models as a primary technology requiring ownership or merely an underlying service to build products upon. Bloomberg reported that Apple still hopes to improve its in-house language models to eventually replace third-party dependencies

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. Apple's shift from encouraging developers to adopt its App Intents framework to using the Anthropic-developed MCP as the basis for agentic AI features suggests the company may be rethinking its approach to AI infrastructure entirely

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. The real challenge ahead involves turning Apple Intelligence into a product people actively want rather than tolerate, transforming Siri from a glorified timer-setting machine into the capable assistant Apple has promised for years

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