Overview

• Apple has begun early discussions with Google about using a custom Gemini model as the foundation for a rebuilt Siri, according to Bloomberg.
• Google has started training a Gemini variant designed to run on Apple’s Private Cloud Compute servers to align with the company’s privacy architecture.
• Inside Apple, a ‘bake-off’ is underway between two Siri tracks: Linwood using in-house models and Glenwood using third-party technology.
• No commercial deal has been finalized and Apple is said to be weeks away from deciding whether to adopt an external model or stick with its own.
• The Siri overhaul was delayed by about a year after engineering setbacks and leadership changes, and news of the talks lifted Alphabet shares roughly 3% and Apple about 1–1.6%.