Apple Taps Google Gemini for $1B Siri Upgrade

Apple has struck a $1 billion annual deal to license Google’s 1.2 trillion-parameter Gemini AI model for a major Siri upgrade codenamed Glenwood. The integration will power advanced planning, summarization and context-aware features on Apple’s Private Cloud Compute servers, protecting user privacy. The Siri upgrade is set to ship in iOS 26.4 next spring, after Apple evaluated alternatives including OpenAI’s ChatGPT and Anthropic’s Claude. Market reaction was positive: Apple shares rose nearly 1% and Alphabet gained over 3%. The partnership follows a French probe into Siri’s data-handling practices amid unauthorized recording concerns. Analysts view the Google Gemini integration as a stopgap until Apple’s own AI matures. Crypto traders should note that while this deal focuses on AI, it may influence tech-sector sentiment and risk-on flows across digital assets.
Neutral
This news centers on a tech deal without any direct link to cryptocurrencies, so its immediate impact on crypto prices is neutral. While the Google Gemini partnership may boost tech-sector confidence and risk-on sentiment, it does not alter blockchain fundamentals or token valuations. Crypto traders should monitor broader market sentiment for secondary effects rather than expect direct price moves.