Overview

• Bloomberg reports Apple is in early, exploratory discussions with Google about using a custom Gemini model for a revamped Siri.
• People familiar with the talks say Google has begun training a version of Gemini designed to run on Apple’s Private Cloud Compute infrastructure.
• Apple is conducting an internal bake‑off between two Siri architectures: Linwood using in‑house models and Glenwood relying on external technology.
• The broader Siri upgrade was delayed after engineering setbacks, with launch now targeted around 2026 following a major architectural redo.
• Both companies declined detailed comment, and shares rose on the report, with Alphabet up roughly 3.7% and Apple up about 1.6%.