Overview
- Apple confirmed it will integrate Google’s Gemini models to power a redesigned Siri and broader Apple Intelligence features across iPhones, iPads, and Macs.
- Processing will run on Apple’s Private Cloud Compute infrastructure, with the deal structured as a cloud contract that could total several billion dollars over time, according to the Financial Times as cited by 9to5Mac.
- A person close to OpenAI said the company decided last autumn not to become Apple’s custom model provider, with reports suggesting Apple evaluated OpenAI and Anthropic before selecting Gemini.
- Forbes reports Alphabet shares rose more than 1% after the announcement, briefly lifting its market value above $4 trillion and surpassing Apple.
- Analysts highlight strategic tradeoffs for Apple, including potential leverage shifts in its roughly $20 billion annual Google search arrangement and increased vendor reliance, though the deal is described as non‑exclusive.