Apple Intelligence was introduced in 2024 with great promises. The main one, a Siri completely renewedmuch more capable and versatile. As it turned out, what they showed was a fictitious demo and the new Siri was delayed until 2026. Apple has lost the AI raceat least in the first round, but they already have a plan to recover. One that involves delivering 1 billion a year to Google, all while they continue developing their own model.
The agreement. Account Mark Gurman at Bloomberg that Apple is about to close a deal with Google worth $1 billion a year. This will allow them to use Gemini’s AI model to power their Siri assistant, especially in the planning and summary functions, which are what allow the assistant to execute more complex tasks. Apple has been evaluating other competitors such as OpenAI and Anthropic, but has finally settled on Google’s Gemini. The new Siri is expected to arrive in spring of next yearalthough nothing is confirmed.
Conditions. The agreement does not involve integrating Gemini as an assistant in iPhones, but rather it will be integrated into Siri and will also do so from Apple’s private servers. This will separate user data from Google’s infrastructure. Furthermore, Gurman says that they are not going to publicize the agreement as they did when Google became Safari’s default search engine; in this case it will be a “behind the scenes” agreement.
Temporary solution. Apple does not plan to use Google’s model forever as they are developing their own language model in parallel. We don’t know much about what it will be like, just that it will have 1 billion parameters and they hope to have it ready next year. Apple sources believe that it will have a level of quality similar to that of the Gemini, but for now there is nothing to prove it. Taking into account Apple’s AI stumbles We would not be surprised if the promise of its own model ends up being diluted. Additionally, the company has lost at least three key AI executives because Zuckerberg signed them for his superintelligence team.
China. The agreement has a problem and that is that Google services are banned in China, so the new Siri would arrive with modifications to comply with this restriction. It is said that heThe Chinese version could have its own models and a local filter developed by Alibaba. China is a key market for Apple and the latest results do not leave them in a good place. That the new Siri arrives “captured” in China could have more negative consequences.
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