Overview
- Apple and Google issued a joint statement confirming that Gemini models and Google Cloud will underpin Apple Foundation Models to help deliver a more personalized Siri later this year.
- Both companies said Apple Intelligence will execute on devices or via Apple’s Private Cloud Compute, with Google publicly assuring that user data remains under Apple’s privacy framework.
- Timing remains later in 2026 for the rollout, with multiple reports suggesting the upgraded Siri could debut with an iOS 26.4 release window in the spring.
- Financial terms were not disclosed, though earlier reporting estimated roughly $1 billion per year for Gemini access, a figure neither company has confirmed.
- Apple’s existing ChatGPT tie-in stays in place for certain queries, Alphabet’s value briefly topped $4 trillion after the news, and critics raised concentration-of-power concerns including a public warning from Elon Musk.