Apple and Google just confirmed a multi-year deal to power Apple's Foundation Models and Siri with Gemini and Google Cloud tech.

Our Take

This partnership puts even more pressure on OpenAI to build its own hardware and we’ll likely see Google’s cloud hosting Apple’s PPC infra here soon. Apple endorsing Google’s TPU is an endorsement for that chip architecture over GPU’s.

A Big Blow to OpenAI

Apple had been using ChatGPT for some Siri queries to improve responses.

Choosing Gemini instead means OpenAI loses that important integration and data flow...

Why Siri Has Struggled

Siri has relied on a modular approach, breaking tasks into separate pieces like speech recognition, natural language understanding, and action execution.

This older pipeline works for simple commands but struggles with complex, multi-step questions that need deep context or reasoning, often leading to incomplete or off-target answers...

Timeline: The Big Moments

2024-2025: Apple Intelligence launches with on-device focus and ChatGPT fallback.

January 2026: Multi-year Gemini partnership announced at CES.

Ahead: Next-gen Apple models powered by Gemini start rolling out...

Wait, What Is Apple Intelligence?

Apple Intelligence is Apple's own AI suite that handles everyday tasks like summarizing emails, cleaning up photos, and helping with writing.

It’s built to run mostly on your device for speed and privacy...

Bottom Line

This feels like a smart, pragmatic move: Apple gets top-tier AI muscle from Gemini while staying true to its privacy promise. The timing might tie to ongoing antitrust cases, finally opening the door for this kind of partnership shift...