{"id":966,"date":"2026-01-13T10:26:16","date_gmt":"2026-01-13T01:26:16","guid":{"rendered":"https:\/\/bitpress.kr\/?p=966"},"modified":"2026-01-13T10:36:09","modified_gmt":"2026-01-13T01:36:09","slug":"apple-google-gemini-siri-ai-partnership","status":"publish","type":"post","link":"https:\/\/bitpress.kr\/en\/apple-google-gemini-siri-ai-partnership\/","title":{"rendered":"Apple puts Google's brain into Siri: how a $1 billion AI alliance is shaking up the market"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Apple officially announced that it has adopted Google's Gemini AI model to power the next-generation Siri.<br>Because two longtime rivals have joined hands in AI, a core technology, the decision is seen as more than a technology adoption: it is a signal that the market's structure is changing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The market reacted immediately after the announcement.<br>Shares of Google's parent company Alphabet rose about 1.7% in a single day, pushing its market cap past $4 trillion, the second-highest valuation in the world after Nvidia.<br>Apple also drew a positive response, with the move seen as clearing up much of the uncertainty around its AI strategy.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Why did Apple choose Google instead of its \u2018own AI\u2019?<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Apple had been preparing an AI strategy built around its own foundation models, but its Siri upgrade schedule was delayed several times.<br>The AI-enhanced Siri originally targeted for 2025 was pushed back by about a year over technical maturity issues, while rivals' AI performance advanced rapidly in the meantime.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Apple's choice of Google comes down to three reasons.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">First, performance that is ready to use right away.<br>Google Gemini is already a proven model in large-scale language processing and multimodal tasks, and can quickly raise Siri's ability to understand context and handle complex tasks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Second, managing development risk.<br>Apple concluded that its own models alone could not meet user expectations in the short term, and it needed to buy time by using an outside model.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Third, privacy terms.<br>OpenAI, Anthropic and others were also considered, but Google reportedly accommodated Apple's privacy requirements most flexibly.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>The $1 billion deal: what the numbers mean<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Under the deal, Apple is reported to pay Google about $1 billion a year.<br>This is less a simple licensing fee than a strategic cost for access to AI technology and long-term cooperation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The technical gap is also large.<br>Apple's own cloud-based model currently in use is reported to have about 150 billion parameters, while Google Gemini can offer versions with up to 1.2 trillion parameters.<br>Even by simple math, that is a model size gap of nearly 8 times.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That is why people say Apple \u201cborrowed outside technology to finish the job.\u201d<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Siri's changing role with iOS 26.4<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The Gemini-powered Siri is likely to be released with iOS 26.4 in March or April.<br>The heart of this update is not speech recognition accuracy but \u2018understanding context.\u2019<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The new Siri is designed to carry out multi-step tasks by combining information shown on screen, earlier conversation context and the flow between apps.<br>For example, features the old Siri could handle only in a limited way, such as rescheduling, summarizing documents and passing commands between apps, are set to become fully available.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this setup, Gemini serves as Siri's \u2018brain,\u2019 while Apple controls the interface and user experience.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Using outside AI while protecting privacy<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">What Apple stressed most in this partnership is privacy.<br>Google's Gemini model runs only in Apple's Private Cloud Compute environment, not on Google's servers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">User data is not shared with Google and is not used to train the model.<br>It is a hybrid structure: Apple's own models still handle some basic functions, and Gemini is used only for advanced reasoning and summarization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the same time, Apple is developing its own model with about 1 trillion parameters and remains committed to reducing its reliance on outside partners over the long term.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>BITPRESS Insight: the signal this alliance sends to the market<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">This Apple\u2013Google AI alliance is not about \u201cwho built the better AI.\u201d<br>The key point is that even big tech companies have reached a stage where they struggle to handle AI on their own.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Going forward, AI competition<br>is likely to shift from a contest decided by model performance alone<br>to a race over how quickly and safely companies can absorb outside technology and blend it into their own ecosystems.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Another change worth watching is the basis for partnerships.<br>Where cost and performance used to come first, privacy and control over data have now become key factors in choosing technology.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Both individuals and businesses, when looking at AI services, have reached the point where<br>rather than just \u201cwhich model is used,\u201d<br>they also need to ask \u201cwho controls the data, and where is it processed?\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This alliance is a clear example that AI competition is moving into its next phase.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">Sources<br>Compiled from CNBC, Bloomberg and Reuters reports<br>Official Alphabet and Apple announcements and market data<\/p>","protected":false},"excerpt":{"rendered":"<p>\uc560\ud50c\uc774 \ucc28\uc138\ub300 \uc2dc\ub9ac\ub97c 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