Apple and Google are back at the table, reportedly negotiating a deal that could see Gemini AI model power a redesigned Siri on future iPhones. The news, first reported by Bloomberg, sent Google stock higher while giving Apple shares a lift as well.
Apple Google talks focus on Gemini for Siri
The reported discussions center on creating a custom version of Gemini that would serve as the foundation of Siri starting next year. Alphabet CEO Sundar Pichai has previously signaled the company’s hopes of licensing Gemini to Apple, even mentioning it during testimony at an antitrust trial over Google’s search dominance.
For Apple, the timing matters. The company’s new iPhone 17 lineup is expected in September, yet Siri has long trailed rivals when it comes to generative AI. Apple rolled out “Apple Intelligence” features last year, but the reception was lukewarm compared to ChatGPT and other AI tools.
Google made a mockery of Apple in its Pixel 10 commercial. The company specifically highlighted the failings of its Siri technology.
Why Gemini could reshape Siri
Generative AI is rapidly redefining digital assistants. Instead of simple commands, tools like Gemini and ChatGPT handle complex queries, generate text, and summarize information. If Siri adopts Gemini, it could finally close the gap between Apple’s assistant and its AI rivals.
- Apple exploring custom Gemini model for Siri
- Siri overhaul expected in 2026
- Siri currently lags ChatGPT and other AI assistants
- Deal would deepen Apple Google ties beyond search
The move could echo the long standing agreement that makes Google Search the default on iPhones, another deal frequently scrutinized in courts and by regulators.
Stocks react to AI buzz
Investors reacted quickly to the report. On Friday, Google stock climbed 3.2 percent to close at 208.09, while Apple gained 1.3 percent to finish at 227.76. Google’s stock has now rebounded nearly 9 percent in 2025 after a weaker start to the year.
The chatter over Gemini and Siri comes as Google also secured a six year cloud deal with Meta to support AI workloads, strengthening its enterprise position.
The bigger picture for Apple and Google
Apple has often been cautious with outside technology, favoring in house development. A Siri overhaul powered by Gemini would mark a notable shift. It highlights both the urgency Apple faces in AI and Google’s push to expand Gemini beyond its own platforms.
If these talks succeed, Siri could finally get the intelligence upgrade many users have been waiting for. And in the competitive race to define AI on mobile, that could reshape the balance of power between Apple, Google, and OpenAI.
