Google Stock Climbs as Apple Explores Gemini AI to Power Siri Upgrade
Alphabet shares gained momentum on Friday after reports surfaced that Apple is in early talks with Google to integrate its Gemini AI models into a revamped version of Siri. The discussions, according to Bloomberg, suggest that Apple is considering Gemini as the backbone of a smarter Siri expected to launch as early as next year.
The news lifted Google’s stock by more than 3%, reflecting investor optimism over a potential collaboration between two of the world’s biggest tech giants. Gemini, Google’s flagship AI suite, has consistently led global benchmarks in artificial intelligence, while Apple continues to shape its own long-term AI strategy.
This development comes at a sensitive time for Google, as it faces scrutiny over its multibillion-dollar search engine deals with Apple and Samsung. A U.S. court ruling on Google’s alleged monopoly practices is expected soon, and regulators have recommended dismantling exclusive agreements that guarantee Google’s dominance as the default search provider.
Meanwhile, Google has already announced plans to make Gemini the default AI assistant on Android devices, showcasing features that go beyond Siri’s current abilities — including video summarization, multimodal input, and conversational engagement.
Apple, for its part, has expressed openness to collaborating with multiple AI providers within its Apple Intelligence framework. Senior executive Craig Federighi previously indicated that Apple would welcome external AI models for specialized tasks. Besides Google, Apple is reportedly evaluating partnerships with OpenAI and Anthropic as it works to redefine its AI ecosystem.
While both companies remain quiet on the matter, internal documents disclosed during Google’s recent legal proceedings revealed that Apple executives were already in discussions over potential use of Gemini, raising expectations of a groundbreaking partnership in consumer AI.
