Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google’s Gemini models and cloud technology. These models will help power future Apple Intelligence features, including a more personalized Siri coming this year.

Apple is sitting out the costly race to build AI models and infrastructure, as the iPhone maker becomes a potential kingmaker among tech rivals seeking to dominate the new industry. This week, the Silicon Valley group announced its most consequential move in AI so far through a deal to use Google’s Gemini models to power features for the iPhone and improve its Siri voice assistant.

Apple has confirmed that Google’s Gemini will power the next generation of Siri, marking a major shift as the company leans on a longtime rival to finally give its voice assistant a long-overdue AI upgrade.

This increase propelled the shares to more than 32x forward earnings—a premium valuation that hinges on Apple’s success in its upcoming major platform transition.

Apple teaming up with Google is not just a tech headline — it could quietly reshape how games are played on iPhone. With Siri set to use Gemini’s AI models, mobile gaming could see smarter voice commands,

Google's Gemini, in a pristine state, will power Siri and the broad Apple Intelligence stack. The foundations are ready, but the execution could be better than expected.