Overview
- Reporting describes the agreement as a cloud services contract with estimates of roughly $1 billion per year and about $5 billion over its term.
- Apple says Gemini‑based processing will run on devices and its Private Cloud Compute, and insiders report Apple can fine‑tune the models without Google or Gemini branding.
- A person close to OpenAI says the company chose not to be Apple’s custom model provider to focus on its own hardware, while Apple’s existing ChatGPT integration remains in place for now despite analyst skepticism about its longevity.
- The revamped Siri is expected to debut with iOS 26.4 in March or April, with reporting pointing to stronger conversational abilities, better handling of complex tasks, and improved summarization and planning.
- Analysts frame the pact as Apple avoiding a costly data‑center build‑out by licensing advanced models, shifting meaningful AI spend to Google and expanding Gemini’s reach to hundreds of millions of Apple devices.