Google shares rise on report of Apple using Gemini for Siri

Alphabet shares rose on a Friday report that Apple is in early discussions to use Google’s Gemini AI models for an updated version of the iPhone maker’s Siri assistant.

The company’s shares rose more than 3% on the Bloomberg report, which said Apple recently inquired of Google about the potential for the search giant to build a custom artificial intelligence model that would power a new Siri that could launch next year. Google’s flagship AI models Gemini have consistently been atop key benchmarks for artificial intelligence advancements while Apple has struggled to define its own AI strategy.

The reported talks come as Google faces potential risk to its lucrative search deals with Apple. This month, a U.S. judge is expected to rule on the penalties for Google’s alleged search monopoly, in which the Department of Justice recommends eliminating exclusionary agreements with third parties. For Google, that refers to its search position on Apple’s iPhone and Samsung devices — deals that cost the company billions of dollars a year in payouts.

The Android maker has said its Gemini models will become the default assistant on Android phones. Google this year has showed Gemini doing capabilities that go beyond Siri’s capabilities, such as summarizing videos. 

Craig Federighi, who oversees Apple’s operating systems, said at last year’s developer conference that the iPhone maker would like to add other AI models for specific purposes into its Apple Intelligence framework. Federighi specifically mentioned Google, whose Gemini can now hold conversations with users and handle input that comes from photos, videos, voice or text. Apple is also exploring partnerships with Anthropic and OpenAI as it tried to renew its AI roadmap, according to a June Bloomberg report.

Documents revealed during Google’s remedy trial showed executives from Apple were involved in the negotiations over using Google’s Gemini for a potential search option.

Google declined to comment.