Apple announces a partnership with Google, with both parties launching a multi-year collaboration to inject more advanced generative AI capabilities into Apple products such as Siri.
(Background: Apple considers “abandoning Google Chrome” to upgrade Safari with AI search, causing Alphabet’s stock to plummet 7.5%)
(Additional context: Google officially launches “Gemini 3”! Reaching the top as the world’s smartest AI model, what are the highlights?)

Table of Contents

• Gemini becomes the cornerstone of Apple Foundation Models technology
• Next-generation Siri AI features attract market attention
• AI competition heats up
• Key collaborations amid changes in the tech landscape

Amid the accelerating wave of artificial intelligence (AI) competition in the global tech industry, Apple has finally revealed its strategic direction. According to foreign media CNBC, Apple has chosen Google’s Gemini as its core AI engine, and both parties will launch a multi-year collaboration to infuse Siri and other Apple products with more advanced generative AI capabilities.

Gemini becomes the cornerstone of Apple Foundation Models technology

The report indicates that this partnership will be based on Google’s Gemini large language model and cloud technology, supporting Apple’s future “Apple Foundation Models.” Apple stated in a declaration that after careful evaluation, they believe Google’s technology best meets their needs for AI foundational models in terms of performance and maturity.

Apple emphasizes that this choice will bring users a brand-new intelligent experience and open up more innovative application possibilities for its products.

Next-generation Siri AI features attract market attention

In fact, rumors of Apple’s collaboration with Google have been circulating for some time. As early as August last year, Bloomberg disclosed that Apple was in talks with Google to evaluate adopting a customized Gemini model as the technical engine for the new generation of Siri.

Against the backdrop of rapid proliferation of generative AI, market expectations for Siri’s upgrade are rising. However, Apple’s past actions in AI have been relatively conservative. The planned Siri AI voice upgrade was announced to be delayed until 2026 last year, raising questions about whether its competitiveness has fallen behind industry peers.

AI competition heats up

Since OpenAI launched ChatGPT at the end of 2022, the AI investment boom has swept through Wall Street. Tech giants like Microsoft, Amazon, and Meta have invested billions of dollars to accelerate the development of AI models and related products, further increasing market expectations and pressure on Apple.

In comparison, Google has made rapid progress in AI in recent years. Last year, it launched an upgraded Gemini 3 model and continued to strengthen its cloud and enterprise AI services. Google CEO Sundar Pichai previously revealed that by Q3 2025, the number of contracts signed by Google Cloud worth over $1 billion in a single deal has exceeded the total of the previous two years, indicating that its AI commercialization results are gradually emerging.

Key collaborations amid changes in the tech landscape

Notably, as this news broke, Google’s parent company Alphabet’s stock price briefly touched $334 during trading, with a market value surpassing $4 trillion. The market generally believes that Apple’s choice of Google Gemini as its core AI technology not only signifies its official acceleration in AI deployment but also shows that even a hardware and ecosystem powerhouse like Apple must seek the most mature external technology partners to maintain long-term competitiveness in the critical generative AI battlefield.