Apple will use Google’s Gemini artificial intelligence models to power a revamped version of Siri set to launch later this year, deepening ties between the two tech giants and strengthening Alphabet’s position in the intensifying AI race.

The multi-year agreement gives Google a major win as Apple integrates Gemini into the core of its voice assistant across an installed base of more than two billion active devices.

“After careful evaluation, Apple determined Google’s AI technology provides the most capable foundation for Apple Foundation Models,” Google said, adding that Gemini will also underpin other future Apple Intelligence features. Financial terms of the deal were not disclosed, though Alphabet had been competing closely with OpenAI for the partnership.

The move is expected to reshape Apple’s AI ecosystem, with analysts noting implications for OpenAI’s existing relationship with the iPhone maker. “Apple’s decision to use Google’s Gemini models for Siri shifts OpenAI into a more supporting role, with ChatGPT remaining positioned for complex, opt-in queries rather than the default intelligence layer,” said Parth Talsania, CEO of Equisights Research. The decision comes as Google accelerates development of advanced models and image and video generation tools to counter OpenAI’s early momentum.

The agreement builds on a long-standing commercial relationship that already makes Google the default search engine on Apple devices, a deal that generates tens of billions of dollars annually for Apple while driving massive traffic to Google. Still, the expanded AI partnership has drawn criticism. “This seems like an unreasonable concentration of power for Google, given that they also have Android and Chrome,” Tesla CEO Elon Musk said in a post on X.

Google said Apple Intelligence will continue to run on Apple devices and its Private Cloud Compute infrastructure while preserving privacy protections. Investors welcomed the announcement, sending Alphabet’s market value above $4 trillion on Monday, underscoring growing confidence in Google’s AI strategy.