Overview
- Apple and Google issued a joint statement confirming a multi-year collaboration that bases the next generation of Apple Foundation Models on Google’s Gemini and Google Cloud.
- A more personalized Siri is slated for release later this year, with multiple reports pointing to an iOS 26.4 rollout in the spring after prior delays.
- Apple said Apple Intelligence will continue to run on devices and through Private Cloud Compute, maintaining its stated privacy standards.
- Financial terms were not disclosed, though media reports have estimated roughly $1 billion per year; one report describes the agreement as non-exclusive and Apple told CNBC its ChatGPT integration remains unchanged.
- Alphabet’s market value briefly topped $4 trillion following the announcement, and some competitors raised concentration concerns about Google’s expanding role.