Google-Apple AI Deal Worth $1 Billion Annually
- Apple adopts Google Gemini for Siri
- Custom model with 1.2 trillion parameters
- iOS 26.4 beta launching late February
What Happened?
Apple is integrating Google Gemini into Siri. The deal is worth $1 billion annually.[1] The custom model has 1.2 trillion parameters—8 times larger than Apple’s own system. Alphabet disclosed this during earnings but dodged follow-up investor questions.[2]
Why Does This Matter?
Google already pays Apple $20 billion annually to remain the default search engine. Now they’ve added an AI partnership. Compared to Anthropic’s $1.5 billion ask,[1] Google’s $1 billion deal is a strategic win.
What’s Next?
Tim Cook said “a more personalized Siri is coming this year.” It will debut in the iOS 26.4 beta in late February. However, Gmail access won’t be available.
Frequently Asked Questions (FAQ)
Q: How much is the deal worth?
A: $1 billion annually. Less than Anthropic’s $1.5 billion ask.
Q: When does the new Siri launch?
A: iOS 26.4 beta in late February. Includes on-screen understanding and personal context features.
Q: Why did they avoid questions?
A: Likely due to NDA terms and antitrust concerns.
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References
- Alphabet won’t talk about the Google-Apple AI deal, even to investors – TechCrunch (2026-02-04)
- Alphabet Details Gemini-Siri Partnership With Apple On Earnings Call – Dataconomy (2026-02-04)
- In Google earnings, analysts want answers on Apple’s Siri-Gemini deal – CNBC (2026-02-03)