Apple is joining forces with Google to power its artificial intelligence features, including a major Siri upgrade later this year, the tech giants said on Monday.
The multi-year partnership will lean on Google’s Gemini models and cloud technology for future Apple foundational models, according to a statement obtained by CNBC’s Jim Cramer.
“After careful evaluation, we determined that Google’s technology provides the most capable foundation for Apple Foundation Models and we’re excited about the innovative new experiences it will unlock for our users,” Apple said in a statement.
Apple declined to comment on the terms of the deal. Google referred CNBC to the joint statement.
In August, Bloomberg had reported that Apple was in early talks with Google to use a custom Gemini model to power a new iteration of Siri.
The deal is another major indicator of trust in Google’s accelerating AI agenda. In 2025, Google logged its best year since 2009 and surpassed Apple in market capitalization last week for the first time since 2019.
Shares were slightly lower following the news. Google briefly touched above a $4 trillion market value.
Apple has mostly stood on the sidelines of the AI frenzy that’s swept up Wall Street since the launch of OpenAI’s ChatGPT at the end of 2022.
Hyperscalers Amazon, Meta Platforms and Microsoft have shelled out billions on AI products, tools and infrastructure for their customers.
That’s amped up the pressure on the iPhone maker to deliver an impressive Siri AI voice upgrade, which it delayed last year until 2026, despite running ads for the product.
“It’s going to take us longer than we thought to deliver on these features and we anticipate rolling them out in the coming year,” the company said in a statement at the time.
Apple currently partners with OpenAI to integrate ChatGPT into Siri and Apple Intelligence, specifically for complicated queries that can tap into the AI model’s world knowledge. It’s unclear what the Google partnership means for the ChatGPT integration in the future.
The devices giant told CNBC said that they aren’t making any changes to the agreement. OpenAI did not immediately respond to a request for comment.
Meanwhile, Google has made steady progress on its AI agenda, introducing its upgraded Gemini 3 model late last year.
In October, Google CEO Sundar Pichai said the company’s cloud segment signed more deals worth more than $1 billion through the third quarter of 2025 than the previous two years combined.
Alphabet and Apple one-day stock chart.
