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Apple’s Siri Is Getting a Brain Transplant—And Google’s the Donor
If you thought Siri was going to stay the same, think again. Apple is reportedly finalizing a $1 billion-a-year agreement with Google to use its Gemini large language model to overhaul Siri’s long-criticized functionality. Yes, Apple—the company famous for its tightly controlled, homegrown ecosystem—is outsourcing the brain of its voice assistant to Google, at least for now.
This deal represents a seismic shift for Apple, signaling that even the most vertically integrated tech titan needs help when it comes to the rapid-fire pace of generative AI. The Google Gemini model, with 1.2 trillion parameters, will power Siri’s planner and summarizer features starting next year. Apple’s internal solution, a 1-trillion parameter model, is still in the oven. Until then, Google gets to be the quiet force behind your Siri queries—though Apple will keep everything on its own Private Cloud Compute servers for privacy reasons. Here’s why this unexpected partnership happened—and what it says about the state of AI, Apple, and the battle for your digital assistant.
Catching Up In The AI Arms Race
Apple has long prided itself on controlling its entire tech stack, from silicon to software. So why is it turning to Google’s AI? Simple: It fell behind.
While Apple was investing in privacy-preserving on-device models, OpenAI, Google, and Anthropic were racing ahead with powerful cloud-based language models. According to internal sources, Apple tested models from OpenAI and Anthropic but ultimately found Google’s Gemini more capable and scalable. That matters. Gemini’s 1.2 trillion parameters blow past Apple’s current AI capacity, giving it the horsepower needed for tasks like summarization, task planning, and real-time translation.
Apple’s internal AI team, which has experienced high-profile departures, is still working on its own model—expected in 2026. But in the world of generative AI, two years is a lifetime. Apple knows it can’t wait if it wants Siri to be relevant in the ChatGPT era. Borrowing Google’s brain—even temporarily—buys it time to catch up without conceding the future. And the cost? A hefty $1 billion per year. Still, for a company with $100B+ in free cash flow annually, that’s a rounding error.
AI Is Apple’s New Must-Have, Not A Nice-To-Have
For years, Siri has been mocked for being slow, brittle, or just plain unhelpful—especially compared to Alexa, Google Assistant, or now ChatGPT. Apple knows that AI isn’t just a tech buzzword anymore—it’s the future of how people interact with devices.
That’s why the company has shifted hard into AI this year. From the new M5 chips with neural accelerators baked into every GPU core, to the AI-enhanced features like Live Translation and Workout Buddy, AI is now central to Apple’s value proposition. Siri can no longer be a glorified search shortcut. It needs to be smart, intuitive, and proactive—or users will increasingly route around it.
The Google partnership allows Apple to infuse powerful language understanding into Siri without compromising on user privacy, thanks to its Private Cloud Compute system. This hybrid setup—Google brain, Apple body—ensures user data stays on Apple’s servers, not Google’s. The move is calculated: Apple gets the AI lift it needs while maintaining the narrative that it puts privacy first.
Defending The Walled Garden… By Opening The Back Door?
Apple’s ecosystem thrives on integration. The iPhone is the hub, and products like the Watch, iPad, AirPods, and even the Vision Pro deepen user lock-in. So the decision to let a third-party model into Siri—something so central to user experience—raises strategic questions.
Make no mistake, this isn’t Apple giving up its moat. The company is treating Google’s model as a silent backend tool, not a featured integration. Unlike the Safari-Google deal, which made Google the default search engine, Apple won’t market Gemini within Siri. To the user, it’s still “just Siri.”
That said, it shows that even Apple sees value in partnerships when the tech gap is wide enough. It also underscores a growing trend: big tech companies are less about competition and more about symbiotic dominance. Google gets $1 billion and a massive proof point for Gemini. Apple buys time and tech without weakening its privacy pitch. Neither wants the user to think too hard about who’s behind the curtain.
The Bigger Battle: Siri vs Chatbots
Beyond fixing Siri, Apple’s bigger challenge is relevance in an age of chatbots. ChatGPT, Gemini, and Claude are not just AI tools—they’re becoming operating systems of their own. Users increasingly turn to them for web search, writing help, coding, customer support, and more. That threatens Apple’s current software hierarchy.
Apple’s answer? Make Siri smarter, more helpful, and more proactive—but not a chatbot. At least not yet.
Bloomberg reports that discussions about directly embedding Gemini as a Siri-style chatbot have happened but fizzled out. Instead, Apple wants Siri to be task-focused and deeply embedded into your Apple experience—setting reminders, organizing your day, translating conversations—not just chatting. This gives Apple an opening: while OpenAI and Google compete for conversational dominance, Apple can double down on seamless integration and utility.
Still, the clock is ticking. Consumers are now used to fast, creative, and flexible AI. If Siri doesn’t deliver by iOS 26.4 next spring, Apple risks falling further behind—not just in features, but in perception.
Final Thoughts: Buying Time, But Not A Blank Check
Apple’s $1 billion-a-year deal with Google is a smart, necessary pivot—but also a rare admission: it needs help. The Siri revamp powered by Gemini is a stopgap, not a destination. Apple still plans to replace Google’s AI with its own model once it’s ready. Until then, it’s prioritizing utility and user satisfaction over pride.
On the plus side, this partnership boosts Siri’s capabilities almost overnight, gives Apple time to refine its in-house models, and keeps user data on Apple-controlled servers. But it also opens the door to questions about dependence, strategic autonomy, and just how far Apple is willing to bend its vertical integration playbook to stay competitive in AI.
Investors should also weigh valuation. Apple currently trades at around 36x trailing earnings and nearly 9.6x sales, higher than historical averages and peer medians. With a levered free cash flow yield of just 3.2%, the stock assumes continued execution, AI leadership, and margin stability. A delayed AI rollout or weak Siri relaunch could test those assumptions.
In short: Apple’s AI bet is big. But it’s not the final hand. Watch what happens next spring—Siri’s makeover could determine whether Apple leads the AI wave or simply surfs it.
Disclaimer: We do not hold any positions in the above stock(s). Read our full disclaimer here.
