Apple Explores Google's Gemini AI for Siri Upgrade, Intel Sells Stake to Government

Apple is exploring Google's Gemini AI model to enhance Siri, potentially boosting Alphabet's stock. The move could improve the new Siri's capabilities, set to launch next year. However, it may also face risks amid antitrust scrutiny of Google's lucrative search deal with Apple.

Apple Inc. is reportedly considering using Google's Gemini AI model to overhaul its Siri voice assistant, according to Bloomberg. This potential partnership could significantly enhance Siri's capabilities and boost Alphabet Inc.'s stock. However, the move also faces potential risks amidst antitrust scrutiny of Google's lucrative search deal with Apple.

AI Strategy Shift

Apple, known for its in-house technology development, is reportedly considering a significant shift in its AI strategy by exploring Google's Gemini AI model to power a revamped Siri. This move marks a notable departure from Apple's traditional approach and highlights the company's efforts to catch up in the rapidly evolving AI landscape [1].

Gemini AI Capabilities

Google's Gemini AI has demonstrated capabilities that surpass Siri's current functionalities. It can hold conversations with users and handle input from various sources, including photos, videos, voice, and text. Bloomberg reports that Google has already begun training a model that could run on Apple's servers, potentially addressing privacy concerns by utilizing Apple's Private Cloud Compute infrastructure [1].

Apple's AI Challenges

The consideration of external AI technology comes in the wake of Apple's struggles with its own AI development. The company faced setbacks in rolling out its Apple Intelligence features, particularly an updated version of Siri capable of leveraging personal data for enhanced app interactions. This delay has pushed the launch of the new Siri to 2026, prompting Apple to explore alternative solutions [1].

Market Implications

The news of potential collaboration between Apple and Google has had a positive impact on Alphabet's stock, with shares rising more than 3% following the report. This market reaction underscores the significance of AI partnerships in the tech industry and investors' confidence in Google's AI capabilities [2].

Future Outlook

While discussions are still in early stages, the potential partnership could reshape the AI assistant landscape. Apple is reportedly developing two versions of the new Siri: "Linwood," powered by its internal models, and "Glenwood," which could run on external technology. The final decision on which AI model to use is yet to be made, leaving room for further developments in this evolving story [1].

Antitrust Concerns

The move to partner with Google also raises potential antitrust concerns. Google's lucrative search deal with Apple has been under scrutiny, and the integration of Google's AI into Apple's products could further complicate regulatory issues.

Conclusion

Apple's exploration of Google's Gemini AI model for Siri represents a significant shift in its AI strategy. While this move could enhance Siri's capabilities and boost Alphabet's stock, it also faces potential risks amidst antitrust scrutiny. As the tech industry continues to prioritize AI advancements, collaborations between major players like Apple and Google could become more common, potentially accelerating innovation in the field of artificial intelligence and voice assistants.

References:
[1] https://www.macrumors.com/2025/08/22/google-gemini-next-gen-siri/
[2] https://theoutpost.ai/news-story/apple-in-talks-with-google-to-use-gemini-ai-for-siri-revamp-19443/
[3] https://stocktwits.com/news-articles/markets/equity/apple-considers-possibility-of-using-gemini-ai/chsZ9STRdKI
[4] https://indianexpress.com/article/technology/apple-in-talks-to-use-googles-gemini-ai-to-power-revamped-siri-reports-10206358/lite/