Sources: Apple is finalizing a deal to pay Google ~$1B per year for a 1.2T-parameter Gemini model to help power the new Siri, which is on track for next spring
Apple Inc. is planning to pay about $1 billion a year for an ultrapowerful 1.2 trillion parameter artificial intelligence model developed …
Bloomberg Mark Gurman
Context & Ripple Effects
Apple’s reported move follows earlier talks over using Gemini for iPhone features, indicating that the company’s model strategy had moved from exploration toward a dedicated Siri deployment.
Subsequent coverage describes a multiyear Gemini agreement for a more personalized Siri and an expanded role in future Apple Intelligence features, making this reported annual payment an early signal of the partnership’s strategic scope.
First-order effects
- Apple would become a major external buyer of Google’s Gemini capacity and model capabilities for the planned Siri upgrade, rather than relying solely on its own models.
- Google would gain a high-profile, recurring enterprise AI customer, while Siri’s model layer would be tied to Gemini even if the consumer experience carries no Google branding.
Second-order effects
- The reported spend makes frontier-model access a material product cost for Apple, increasing pressure to measure whether cloud inference delivers enough user-facing improvement to justify the outlay.
- Rival model providers would face a tougher contest for large platform contracts: Apple’s later choice of Gemini as the “most capable foundation” raises the value of comparable model quality, customization, and cloud delivery.
Third-order effects
- If comparable deals proliferate, consumer platforms may increasingly separate the branded assistant from the underlying foundation-model supplier, concentrating leverage among a small group of providers with the compute and deployment capacity to serve them.
- This is evidence of an AI procurement phase in which model access is purchased through long-term commercial arrangements; whether that persists will depend on the relative progress of proprietary models, open models, and inference costs.
The trend: Major consumer platforms are shifting from experimenting with external AI models to procuring them as core infrastructure for flagship product experiences.
Related: AI procurement phase · Inference as Cost of Goods Sold · Model buyer power · Apple and Google’s 2024 Gemini talks · Apple’s multiyear Gemini deal for Siri · Gemini’s role in future Apple Intelligence features
Related Coverage
- Apple nears deal to pay Google $1B annually to power new Siri, report says TechCrunch · Aisha Malik
- Apple to Pay Google $1 Billion a Year to Use Gemini in Siri Appleosophy · Satyendu Mohapatra
- Apple could reboot Siri to finally please users TheStreet
- Apple nears $1 billion Google deal for custom Gemini model to power Siri 9to5Mac · Marcus Mendes
- ★ Apple and Google, Sitting in Tree Daring Fireball · John Gruber
- Apple is planning to use a custom version of Google Gemini for Apple Intelligence The Verge · Emma Roth
- Apple to use Google's AI model to run new Siri, Bloomberg News reports Reuters · Juby Babu
- Apple's New Siri Will Be Powered By Google Gemini MacRumors · Juli Clover
- Apple will pay Google $1B annually for using Gemini AIN · Luiza Chekurda
- Apple's Record Quarter Hints at Something Huge Coming: Is AAPL Stock a Buy Now? Barchart.com · Sushree Mohanty
- After Galaxy Phones, Google Gemini to Power Siri on iPhones SammyGuru · Binay Konwar
- Apple Finally Agrees to Fix Siri Spyglass · M.G. Siegler
- Apple taps Google Gemini to supercharge Siri for a $1B-a-year KnowTechie · Ronil Thakkar
- Why Apple is turning to Google for Siri The American Bazaar · Vishnu Kaimal
- Siri could get its long-awaited AI level-up with Google Gemini Digital Trends · Manisha Priyadarshini
- Apple Seeks Google's Help in Long-Awaited Siri AI Update PYMNTS.com
- Siri Won't Suck for Much Longer Shelly Palmer
- Apple pays Google $1B a year to rebuild Siri Implicator.ai · Robert Brown
- Apple's $1 billion AI gamble might be too late to tempt users back to Apple Intelligence TechRadar · John-Anthony Disotto
- Siri will get a Gemini-powered brain transplant as Apple bets on Google to close its generative gap The Decoder · Maximilian Schreiner
- Apple to pay $1 billion per year so Google Gemini can power Siri Neowin · Paul Hill
- Apple Said To Be Deploying Google AI For Siri Features Silicon UK · Matthew Broersma
- $1B Apple-Google deal sparks buzz over Siri-Gemini integration Daily Ausaf
- Apple (AAPL) Stock: Company Signs $1 Billion Annual Deal with Google for Siri AI Technology Blockonomi · Trader Edge
- Apple Buys Time with a $1 Billion Google AI Deal to Fix Siri's Shortcomings TipRanks Financial · Annika Masrani
- Apple plans big Siri update with help from Google AI AI News · Muhammad Zulhusni
- Trying to Make Sense of the Rumored, Gemini-Powered Siri Overhaul MacStories · Federico Viticci
- Apple could pay Google $1 billion a year to power Siri's next big upgrade with Gemini: Here's what we know Livemint · Aman Gupta
- Google and Epic Games finally settle 2020 antitrust lawsuit Fortune · Andrew Nusca
- Apple nears $1B Google AI deal to power revamped Siri Mobile World Live · Amiya Johar
- Rumor: Apple to license Google Gemini AI to power updated Siri O'Grady's PowerPage · Chris Barylick
- When You Say ‘Hey Siri’, Google's Gemini May Respond Back Analytics India Magazine · Supreeth Koundinya
- Apple Nears $1 Billion Annual Deal with Google to Power Next-Gen Siri Using Gemini AI The Hans India · Kahekashan
- Gene Munster Says Apple Scored ‘Deal Of The Year’ With $1 Billion Google Gemini Partnership For Siri — While Still Pocketing $20 Billion From Search Benzinga · Ananya Gairola
- Apple Strikes $1 Billion Deal With Google to Overhaul Siri Using Gemini Phandroid · Tyler Lee
- Apple's reportedly closing in on a deal to power AI Siri with Google Gemini — what that means for you Tom's Guide · Tom Pritchard
- Apple Turns to Google's Gemini in a $1 Billion Deal to Power the Next-Gen Siri Beebom · Anshuman Jain
- Apple May Pay Google $1 Billion to Power Siri with Gemini AI Android Headlines · Tyler Lee
- Apple Will Reportedly Rent Siri a New Brain from Google for $1 Billion Per Year Gizmodo · Mike Pearl
- Apple's Gemini-powered Siri: 1.2T parameters, $1 billion a year, and a temporary admission of AI weakness BonTech Labs · Gavin Bonshor
- Apple implementing Google Gemini into their private cloud via a custom model, is a huge win for Google driving upward momentum of AI centric cloud. Partnering with Apple, gives Google & its AI models implemented into its cloud a massive nod of approval, that other business enterprises will take notice of, when selecting a cloud provider. … @szed_ar
- Apple's New Siri Will Be Powered By Google Gemini MacRumors Forums
Discussion
-
@stevehou0
Steve Hou
on x
Presumably as search becomes less important and AI queries become more important over time Google will just pay Apple less and less?
-
@dnystedt
Dan Nystedt
on x
@BenBajarin Apple is one of the few companies with its own ecosystem, software/hardware/chips. Shouldn't they own the AI as well?
-
@zephyr_z9
@zephyr_z9
on x
It's a finetune of Gemini 3 Pro No way Google is developing a model from scratch and selling it to Apple for $1B/yr
-
@gergelyorosz
Gergely Orosz
on x
Apple is paying $1B to Google to use a whitelabelled Gemini to power Siri While Snap gets $400M from Perplexity to allow them to build AI search for Snap in a branded way Comes to show how a large platform giving visibility / distribution to another company is worth $$$
-
@mattcassinelli
Matthew Cassinelli
on x
*slaps the roof* this bad boy can fit so many app intents in here
-
@mattcassinelli
Matthew Cassinelli
on x
The main issue I have with App Intents is the inability to accept arbitrary input into a command, rather than a trigger phrase. Apple's approach is parameterization of actions and semantic matching, but it still (currently) requires key phrases and the application title/alternat…
-
@rjonesy
Ryan Jones
on x
🚨 Apple is paying Google $1B/year to run Siri. LOVE IT. JUST MAKING IT FUGGIN WORK. (Google pays Apple ~$25B/year to be the default search engine)
-
@munster_gene
Gene Munster
on x
It sounds like $AAPL will be paying Google around $1B per year for the use of Gemini in the new Siri (per Mark Gurman). Remember Apple gets paid $20B a year from Google for search placement. Meanwhile, Apple doesn't pay OpenAI, and that relationship seems to fall into the “you …
-
@sixsigmacapital
@sixsigmacapital
on x
$GOOGL [image]
-
@signulll
@signulll
on x
it's fascinating how much large language models are in the process of reversing paradigms & business models. in the search era, google paid apple ~$25b/yr to stay default. in the ai era, apple will *pay* google ~$1b/yr to rent intelligence. very fascinating because this is lik…
-
@benbajarin
Ben Bajarin
on x
When you understand where Apple's strenghs lie, you understand why this is a such a good move. Especially since it will be custom, hence it will feel like Apple's model but also have the industry leading knowledge base that comes with Google. Apple's AI glasses will crush it no…
-
@markgurman
Mark Gurman
on x
Apple's in-house foundation models team, despite losing a large chunk of its talent to Meta and elsewhere, is working on its own 1 trillion parameter model with the hope of eventually moving over to that.
-
@vadimyuryev
Vadim Yuryev
on x
If you can't beat them, pay them. Honestly the best move Apple could've made. Bravo!
-
@markgurman
Mark Gurman
on x
NEW: Apple is planning to use a custom 1.2 trillion parameter Google Gemini model to help power the new Siri next year. The iPhone maker will be paying the search giant roughly $1 billion annually for it. Details on the partnership here https://www.bloomberg.com/...
-
@mgsiegler.com
M.G. Siegler
on bluesky
So back, indeed. From a couple months back... spyglass.org/apple-and-go... [embedded post]
-
@timkellogg.me
Tim Kellogg
on bluesky
Apple accidentally leaked that it's using a 1.2T model from Google — so is that Gemini 3 Flash, Pro or Ultra that's 1.2 T? — fwiw, general speculation says Google wouldn't give Apple a Pro model — www.bloomberg.com/news/article...
-
@mikeelgan
Mike Elgan
on bluesky
HEADLINE: “Apple is planning to use a custom version of Google Gemini for Apple Intelligence” — ALT HEADLINE: “Apple is wishing they bought DeepMind before Google did” — www.theverge.com/news/814654/ ...
-
@shiraovide
Shira Ovide
on bluesky
If you use an iPhone and don't love Google, does it matter that: —Apple gets $20 billion+ a year so that Google can rent access to iPhone users and their data. —Siri will be partly outsourced to Google for which Apple is going pay ~$1 billion a year. www.bloomberg.com/news/arti…
-
@stevekovach
Steve Kovach
on bluesky
The news here: Apple will pay Google, not the other way around, to bring Gemini to Siri. [embedded post]
-
@viticci@mastodon.macstories.net
@viticci@mastodon.macstories.net
on mastodon
This will obviously be a Mixture-of-Expert model, like Gemini 2.5. Only a subset of those 1.2T parameters will be active at once, helping inference speed. — Could this be a custom version of 2.5 Flash? (Model card: https://storage.googleapis.com/ ... …
-
r/worldnews
r
on reddit
Apple's New Siri Will Be Powered By Google Gemini
-
r/OpenAI
r
on reddit
Apple's New Siri Will Be Powered By Google Gemini
-
r/google
r
on reddit
Apple plans to use a custom 1.2T-parameter Google Gemini model to help power the new Siri as early as 2026 and will pay Google ~$1B annually for it
-
r/technology
r
on reddit
Apple is planning to use a custom version of Google Gemini for Apple Intelligence
-
r/apple
r
on reddit
Apple Nears Deal to Pay Google Roughly $1 Billion a Year for Siri AI Model