Overview
- Apple and Google confirmed a multi-year partnership bringing Gemini models to Apple Foundation Models to power a redesigned Siri and broader Apple Intelligence, with processing on Apple’s Private Cloud Compute.
- The Financial Times reports the agreement is a cloud computing contract with Apple expected to pay several billion dollars over time, and one analyst estimating the value for Google at up to $5 billion.
- Apple says the arrangement is non-exclusive and does not change its ChatGPT integration, though some analysts question whether Apple will keep multiple large-model providers over the long term.
- A person close to OpenAI said the company chose not to become Apple’s custom model provider last year to focus on building its own AI device led by former Apple design chief Jony Ive.
- Analysts say the pact could affect leverage around the long-running default search deal between the companies, and the Gemini-powered Siri is expected to debut with iOS 26.4 in March or April.