Apple shares surge on $9.68B trading volume as firm eyes Google AI partnership for Siri upgrade

Generated by AI AgentAinvest Market Brief
Friday, Aug 22, 2025 9:58 pm ET1min read
Aime RobotAime Summary

- Apple shares rose 1.27% on $9.68B volume as reports emerged of potential Google Gemini AI integration into an upgraded Siri.

- The collaboration follows delayed internal AI progress, with Apple testing two Siri versions (Linwood and Glenwood) to evaluate in-house vs. external models.

- Leadership changes and talent attrition in Apple's AI division have accelerated third-party partnerships, including recent ChatGPT integration for iOS 26 image generation.

- The stock surge highlights Apple's strategic shift toward external AI expertise amid competitive pressures in generative AI development.

On August 22, 2025,

(AAPL) saw a 1.27% increase in share price, with a trading volume of $9.68 billion, ranking fifth in market activity for the day. This surge followed reports of strategic discussions between Apple and to integrate Gemini AI into an upgraded version of Siri. According to sources, Apple is evaluating custom AI models from Google, alongside previous considerations of Anthropic and OpenAI, as part of efforts to enhance Siri’s generative capabilities. The potential collaboration comes amid delays in Apple’s internal AI development, including a postponed Siri overhaul originally slated for earlier this year. Internal trials are underway, with two versions of the new Siri—Linwood (in-house models) and Glenwood (external tech)—being tested to determine the optimal path forward.

The exploration of third-party AI partnerships reflects Apple’s broader struggle to compete in the rapidly evolving generative AI landscape. While the company has historically prioritized in-house models for privacy and security, recent leadership changes and talent attrition in its AI division have accelerated external collaboration efforts. Notably, Apple’s Foundation Models team recently began testing a trillion-parameter system, a significant but still nascent step compared to industry leaders like OpenAI. Meanwhile, the company’s decision to use ChatGPT for iOS 26 image generation underscores a pragmatic shift toward leveraging external expertise for specific features.

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