Google Gemini to power Apple Intelligence

Apple Intelligence as well as a new Siri will be based on Google's Gemini models.

The news, initially reported in August by Bloomberg, is a big win for Google. Apple has a partnership with OpenAI and has embedded ChatGPT into Apple devices.

Here's the joint statement:

"Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features, including a more personalized Siri coming this year.

After careful evaluation, Apple determined that Google's Al technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users. Apple Intelligence will continue to run on Apple devices and Private Cloud Compute, while maintaining Apple's industry-leading privacy standards."

A few takeaways:

• Google Gemini gets the win over OpenAI, which increasingly wants to compete with Apple devices.
• This partnership between Google and Apple was the result of a favorable antitrust ruling in September.
• Apple's use of Google's Private Cloud Compute makes for a nice customer reference.
• If Apple can get its AI game together--no matter what it is paying Google--without the capital expenditures others in tech have spent the company is going to be a 2026 winner.