Usman Salis
⬤ Apple Inc. (AAPL) officially chose Google's Gemini models to power the next-gen Siri, locking in a multi-year AI partnership between two tech titans. The deal's set to bring a smarter, AI-driven Siri to Apple devices later this year. It's a confirmation of what's been rumored for months—Apple was in talks with Google about using a customized Gemini model for its voice assistant.
⬤ Here's what's happening: Apple's integrating Gemini's large language model to boost Siri's ability to understand questions and generate better responses. Sure, Apple's been working on its own AI tech, but this move shows they're willing to lean on Google's proven generative AI platform to speed things up. It's a wild shift—two companies that've competed head-to-head in consumer tech are now teaming up because AI competition's forcing everyone to collaborate.
⬤ The market noticed. Right after the announcement, Alphabet's (GOOGL) market cap shot past Apple's for the first time since 2019, briefly hitting $4 trillion. That's a big deal—it shows investors believe in Google's AI strategy and see Gemini as a serious commercial product now that it's powering one of the world's most-used digital assistants. It also proves that AI progress is directly moving the needle on valuations for these mega-cap tech giants.
⬤ Why this matters: Advanced AI models aren't just nice-to-have anymore—they're defining who wins in tech. Apple's decision shows how urgent it is to make Siri competitive again, while Google's valuation bump reinforces its position as a leader in generative AI. The partnership's part of a bigger trend where even rivals are forming AI alliances, and that's reshaping market leadership and how fast AI features reach billions of users worldwide.
Usman Salis
