Apple and Google's AI Game-Changer: What Gemini Means for Siri's Future
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Apples biggest bombshell this week dropped on January 12 when the tech giant and Google issued their first ever joint statement announcing a multi-year partnership. According to Apples official confirmation to CNBC and the joint post on News from Google, Googles Gemini AI models will power the next generation of Apple Foundation Models, supercharging a more personalized Siri set to launch later this year with iOS 26.4 likely in March or April. Zacks Investment Research hailed it as a new AI superteam, easing fears that Apple was lagging in the AI race after delays in Apple Intelligence features like the revamped Siri. This could redefine Siris smarts while keeping everything on-device with Apples privacy focus, a win for both giants amid buzzing Wall Street chatter.
On the services front, Apple Newsroom updated January 12 that 2025 was a record-breaking year, with Eddy Cue spotlighting over 850 million weekly App Store users, developers pocketing more than 550 billion since 2008, and Apple TV smashing viewership records up 36 percent in December thanks to hits like F1 the top-grossing sports movie ever and MLS streaming exclusivity coming soon. Apple Music hit all-time highs in listeners and subscribers, celebrating its 10th anniversary with DJ-like AutoMix and holiday sing-alongs to Mariah Carey classics, while Apple Pay slashed over a billion in fraud and boosted merchant sales past 100 billion.
Business moves heated up too with Apple and Chase announcing January 7 per Apple Newsroom that Chase takes over as Apple Card issuer in about 24 months, promising seamless Daily Cash back up to 3 percent and no-fee perks under Mastercard. AppleInsider flags the pivotal Q1 earnings report due January 29 at 4 p.m. ET followed by a 5 p.m. call, teasing record-breaking holiday results despite tariff hits nearing 1.4 billion and M5 MacBook Air buzz, with JP Morgan hiking price targets to 305.
Less glamorous, Democratic senators per CyberScoop pressured Apple and Google execs to boot the X app over Groks sexual deepfakes, but no action yet. No major public appearances or Tim Cook social pops in the last few days, though eyes are on that earnings spotlight for biographical ripples in Apples AI pivot.
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