Apple selects Google’s Gemini to power Siri, CNBC reports
Apple has selected Google’s Gemini model as part of a multiyear partnership to power its revamped, AI-powered Siri, set to launch this year.
Per a statement seen by CNBC, Apple said: “After careful evaluation, we determined that Google’s technology provides the most capable foundation for Apple Foundation Models and we’re excited about the innovative new experiences it will unlock for our users.”
Apple first announced a revamped AI Siri back in June 2024 but failed to execute on many of its promises of personalized features and deep system integration. The newest iteration of Siri was expected this spring. Bloomberg previously reported that Apple plans to pay Google $1 billion a year to use its AI model to power Siri.
With this news, the iPhone maker has ticked one of the four boxes that Wedbush Securities analyst Dan Ives said would be integral to the stock’s success in 2026.
“This is what the Street has been waiting for with the elephant in the room for Cupertino revolving around its invisible AI strategy,” Ives wrote in a follow-up note, calling the move a “major validation moment for Google as a premier foundation model and for Apple as a stepping stone to accelerate its AI strategy into 2026 and beyond.”
Google, which has been riding high on the the stellar reception of its latest Gemini model, briefly notched a $4 trillion market cap on the news. Apple hit the notable milestone in 2025 but has since fallen and is currently worth $3.8 trillion.
Apple first announced a revamped AI Siri back in June 2024 but failed to execute on many of its promises of personalized features and deep system integration. The newest iteration of Siri was expected this spring. Bloomberg previously reported that Apple plans to pay Google $1 billion a year to use its AI model to power Siri.
With this news, the iPhone maker has ticked one of the four boxes that Wedbush Securities analyst Dan Ives said would be integral to the stock’s success in 2026.
“This is what the Street has been waiting for with the elephant in the room for Cupertino revolving around its invisible AI strategy,” Ives wrote in a follow-up note, calling the move a “major validation moment for Google as a premier foundation model and for Apple as a stepping stone to accelerate its AI strategy into 2026 and beyond.”
Google, which has been riding high on the the stellar reception of its latest Gemini model, briefly notched a $4 trillion market cap on the news. Apple hit the notable milestone in 2025 but has since fallen and is currently worth $3.8 trillion.
