Apple Taps Google to Solve Its AI-Enabled Siri Initiative
While Apple isn’t expected to mention Google, here is why we see it as a win for both.
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To close out a big Monday for the tech sector, reports point to Apple (AAPL) tapping Google (GOOGL) and its Gemini model to power its AI-enabled Siri that will be launched in the spring of 2026. In early September, we shared why we thought such a relationship would be likely, and while this isn’t a formal announcement between the two companies, it does increase the odds they are extending their relationship.
The expectation is that the custom Gemini model will run on Apple’s Private Cloud Compute servers to help fulfill user requests. User privacy will be preserved by running the Google models on Apple’s server infrastructure without any external data sharing, and on-device personal data will likely be processed using Apple’s own Foundation Models.
However, reports also indicate Apple is not expected to promote this partnership with Gemini models “just” powering parts of Siri secretly behind the scenes as it helps Apple “fill in some crucial technology gaps.” The revamped Siri will be marketed as Apple’s technology running on Apple servers, presented using an Apple user interface.
We see it as a big win and validation for Google and its AI efforts, and one that brings us one step closer to an awaited upgrade that could accelerate the iPhone upgrade cycle another notch.
At the time of publication, TheStreet Pro Portfolio was long AAPL and GOOGL.
