Apple Inc. to add Google Gemini AI to Siri—could spur iPhone upgrades, but $1B/year costs may hit profits. Click for this AAPL update and see why I remain bullish.

Apple confirmed Siri will use Google’s Gemini AI in 2026. It could finally fix Siri — but it also raises big questions about Apple’s AI future.

After months of speculation about what partner Apple would choose to work with to improve its floundering AI efforts, there’s finally an agreement in place between Cupertino and Google. The two companies have signed a multi-year deal that will see Apple’s Foundation Models trained by Google’s Gemini models and cloud technologies.

Apple gets a faster path to a smarter Siri, while Alphabet gets Gemini in front of one of the biggest consumer audiences in the world.