Apple and Google sign a multi-year AI deal: Gemini models to power Apple’s next-gen Siri in 2026

What happened

Apple will integrate Google’s Gemini AI models and cloud technology into the next generation of Apple Foundation Models, powering a more personalised Siri and future Apple Intelligence features rolling out later in 2026. ChatGPT remains an opt-in option for more complex queries, but Gemini becomes the core foundation for Apple’s upgrade.

Why it matters to markets

Distribution is the moat. Getting a flagship model embedded into the iPhone and Apple’s ecosystem can reshape who wins the consumer AI platform race, where inference spend goes, and which hardware and infrastructure benefit from the workload.

Winners

1. Consumer AI platforms and ecosystem leaders

Gemini gets m ...