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7h ago

Apple Explores AI Search Integration, Threatening Google’s $20 Billion Safari Deal

Eddy Cue’s testimony reveals Apple’s plans to incorporate generative AI search options in Safari, signaling a potential shift in the search engine landscape.

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The Apple store on fifth avenue, New York.

Overview

  • Apple executive Eddy Cue testified that the company is actively considering adding AI-powered search providers, such as OpenAI, Perplexity, and Anthropic, to its Safari browser.
  • Safari searches declined for the first time in April 2025, with Cue attributing this to users increasingly turning to AI-driven tools for information.
  • Google currently pays Apple approximately $20 billion annually to be Safari’s default search engine, a deal now under scrutiny in the DOJ’s antitrust case against Alphabet.
  • Alphabet shares dropped 7–9% following Cue’s testimony, erasing over $150 billion in market value, while Apple’s stock also saw a smaller decline.
  • The DOJ is considering remedies that could prohibit default-search payments, while Google is negotiating to include its Gemini AI technology on Apple devices by mid-year.