Alphabet reports earnings this week, and many analysts say the biggest question is Apple and Google, and the Siri Gemini deal.
Apple said in January that it picked Google Gemini to power a major Siri upgrade this year. Analysts say the deal matters for Google because Apple has about 2.5 billion active devices, which could help Gemini reach a much bigger audience, even if Google does not get personal user data.
So far, both companies have shared only a few clear points. They said it is a multi year partnership, and it will use Gemini and Google cloud tech for future Apple foundation models. Apple also said Apple Intelligence will keep running on device and on Apple private cloud.
Apple CEO Tim Cook has said the new Siri will be more personal, but it will not know private things like a user Gmail. He also said Apple will share more when the updated Siri ships.
A Bloomberg report has said Apple may pay Google about 1 billion dollars a year for the deal, but neither company has confirmed that number.
The deal also fits a long history between the two companies. Google search has been the default on iPhone for many years, and reports have said Google pays Apple about 20 billion dollars a year for that spot. That deal faced questions after a 2024 court ruling on Google search, but it continued.
Analysts also want to know what happens to Apples current ChatGPT link inside Siri. Today, Siri can hand harder questions to ChatGPT. It is not clear if that changes once Gemini plays a bigger role.
Another open question is what Google means when it calls itself Apples preferred cloud provider for this work. Apple says privacy stays the same, while Google leaders have used cloud words that have led to fresh debate on how much work runs on Googles systems.
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