Overview
- Apple and Google confirmed a multi-year collaboration that makes Gemini models and Google Cloud the foundation for Apple’s next-generation Foundation Models.
- A redesigned, more personalized Siri is expected to debut with iOS 26.4 in the March–April 2026 timeframe, with additional Apple Intelligence features to follow.
- Apple said its existing integration of OpenAI’s ChatGPT for certain Siri and Apple Intelligence queries is unchanged.
- Financial terms were not disclosed, though prior Bloomberg reporting indicated discussions around roughly $1 billion per year for Gemini access.
- Alphabet briefly topped a $4 trillion market value after the announcement, while industry figures, including Elon Musk, voiced concerns about concentration of power.