Apple may finally be getting serious about artificial intelligence.
The iPhone maker has reportedly sealed a long-rumored partnership with Google to integrate Gemini, Alphabet’s powerful AI model, into the next generation of Siri, a move that could significantly reshape its AI strategy and restore investor confidence.
According to CNBC, Apple will use Google Gemini to power its Apple Foundation Models, with the upgraded Siri expected to launch later this year. The market reacted positively to the news: Apple shares rose 0.3%, while Alphabet climbed more than 1%.
Wall Street Cheers Apple’s AI Pivot
“This is what Wall Street has been waiting for,” wrote Wedbush analyst Dan Ives, calling the deal a “necessary move” to modernize Siri and unlock new revenue opportunities.
Just a day earlier, Ives had identified a Gemini partnership and a fully revamped AI-powered Siri as two of Apple’s most important goals for 2026. He also expects Apple to roll out a new AI-driven subscription service to its massive user base as early as this summer.
A Deal Months in the Making
Speculation about an Apple–Google Gemini partnership has been swirling for months. Bloomberg reported as early as last August that the two companies were in talks. A follow-up report in November revealed that the deal could involve a 1.2-trillion-parameter AI model running on Apple’s own servers — separate from Google’s infrastructure — at an estimated cost of $1 billion per year for Apple.
Apple has not yet officially commented on the report.
Can Gemini Fix Apple’s AI Image?
Investors have grown increasingly frustrated with it’s slow progress in AI and the underwhelming reception to its Apple Intelligence platform, especially compared with the aggressive AI investments made by its “Magnificent Seven” peers.
However, Evercore ISI analyst Amit Daryanani believes it could “flip the script” in 2026. He expects a new three-tier AI strategy powered by Gemini:
- On-device AI
- Apple Private Cloud Compute
- External large language models
If successful, this approach could dramatically improve it’s competitiveness in the AI race.
The Stock Performance Reality Check
Despite its dominance in hardware, Apple stock is up only 10% over the past 12 months, significantly lagging the S&P 500, which has gained roughly twice as much over the same period.
For investors, the Gemini partnership may signal that it is finally ready to close the AI gap — and potentially ignite the next growth cycle.
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