Apple Google AI Deal Nears With Gemini for Siri
Apple Google AI deal would have Apple license Google's Gemini to revamp Siri and prompt traders to reassess product control, positioning and flows.
KEY TAKEAWAYS
- Apple nearing a roughly $1 billion per year license of Google's Gemini to overhaul Siri.
- Gemini's 1.2 trillion parameters far outsize Apple's about 150 billion models and enable a larger Siri upgrade.
- Deal was described as temporary while Apple develops in-house models, raising product control and competition questions.
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Apple (AAPL) is close to finalizing a deal to license Google's (GOOG, GOOGL) Gemini AI model to overhaul Siri, marking a strategic shift toward greater reliance on a rival’s technology in its AI development.
Gemini Model to Power Siri Upgrade
Apple is reportedly preparing to pay Google about $1 billion annually for access to a custom version of the Gemini AI model, which features roughly 1.2 trillion parameters. This represents a significant increase over Apple’s current internal models, which have about 150 billion parameters. The Gemini model is expected to power a major upgrade to Siri, with the revamped assistant slated for release in spring 2026.
Earlier this year, Apple evaluated AI models from OpenAI and Anthropic but chose Google’s offering after internal testing. Sources describe the licensing as a temporary measure while Apple continues developing its own AI capabilities.
Unconfirmed Details and Strategic Implications
As of 2025-11-06 17:18 UTC, neither Apple nor Google had issued SEC filings, press releases, or regulatory notices confirming the transaction. The precise terms of the deal, including its duration and any exclusivity provisions, remain undisclosed. It is also unclear when Apple plans to transition back to proprietary AI models or whether the arrangement will face regulatory scrutiny.
The reported deal signals a tactical shift in Apple’s AI strategy, increasing its dependence on Google’s advanced technology while it rebuilds internal capabilities. This move raises questions about product control and competitive positioning as Apple integrates a rival’s model into a core product.
