The competitive landscape in the field of artificial intelligence is undergoing a historic shift. On January 12, 2026, Apple announced that its next-generation Siri and Apple Intelligence will adopt Google’s Gemini technology, expected to be officially launched with iOS 26.4 in March or April of this year.
According to the multi-year cooperation agreement reached by the two companies, Apple’s future foundational models will be built on Google’s Gemini model and cloud technology. A joint statement emphasizes that the new system will run on Apple devices and in a private cloud environment, and promises to maintain Apple’s “industry-leading privacy standards.” Google specifically confirmed that it will not collect user data in this collaboration.
This collaboration marks a shift from long-term competition between the two tech giants to deep integration in core areas. Analysts believe that Apple’s choice of Google, rather than developing its own system or collaborating with other companies, reflects its urgency in accelerating its catch-up in the generative AI race.
However, the collaboration has also raised concerns about market monopoly. Tesla CEO Elon Musk publicly warned that this move will lead to “unreasonable concentration of power.” He pointed out that Google already controls the Android system and the Chrome browser, and this collaboration could further weaken competition in the field of artificial intelligence and limit consumer choice.
Industry observers say that while this powerful alliance is expected to bring users a more powerful Siri experience, it will also have a profound impact on global AI ecosystem competition. Tech giants are facing a new challenge in balancing technological innovation and market equilibrium.
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