At Google’s annual I/O developers conference on May 20, 2025, CEO Sundar Pichai announced Alphabet’s positive market momentum, attributed to reports of Apple’s discussions with Google about integrating the Gemini AI models into the iPhone’s Siri assistant. Following this news, Alphabet shares leaped more than 3%. Apple aims to enhance Siri using Google’s advanced AI, which outperforms competitors in key benchmarks. This potential partnership is critical for Google, especially as it faces challenges to its search agreements with Apple, which could be affected by looming legal rulings regarding its alleged monopoly. Google’s Gemini models are set to be the default on Android devices and offer capabilities beyond Siri, such as video summarization. Apple is also exploring collaborations with other AI firms, including Anthropic and OpenAI, to redefine its AI strategy. These developments signal a potential shift in AI assistance and competitive dynamics in the tech industry.
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