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Apple Signals Shift to AI Search Options in Safari, Challenging Google’s Dominance

Eddy Cue testifies that AI-driven search is reshaping user behavior, as Apple prepares to add ChatGPT and Perplexity as non-default options in its browser.

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The Apple store on fifth avenue, New York.

Overview

  • Apple executive Eddy Cue revealed that Safari search volumes dropped for the first time, attributing the decline to users increasingly adopting AI search tools like ChatGPT and Perplexity.
  • Cue testified in the DOJ antitrust trial against Google, stating that Apple is actively exploring AI-powered search engines for Safari but does not plan to make them the default yet.
  • Google currently pays Apple around $20 billion annually to remain Safari's default search engine, a deal central to DOJ claims of monopolistic practices.
  • Alphabet shares fell approximately 7–8% following Cue's testimony, erasing over $150 billion in market value, reflecting investor concerns about Google’s search dominance.
  • Apple has already integrated ChatGPT into Siri and is in discussions to potentially add Google’s Gemini AI later this year, signaling a broader shift in search technology.