Alphabet stock rises on potential Apple integration

Published 24/02/2025, 14:36
© Reuters.

Investing.com -- Alphabet (NASDAQ: NASDAQ:GOOGL) shares rose 2% following indications that Apple (NASDAQ: NASDAQ:AAPL) may soon integrate Google’s Gemini AI into its Apple Intelligence features. Reports suggest that this development could enhance Siri’s capabilities by directing requests to ChatGPT, providing more contextual responses.

According to 9to5Mac, during WWDC24, Apple software executive Craig Federighi hinted at the possibility of expanding Siri’s AI integrations, including with Google Gemini. A recent leak, spotted by Aaron Perris, revealed code in the iOS 18.4 beta update that includes options for "Google" and "OpenAI" as third-party models within Apple Intelligence.

While the integration is not yet confirmed for the iOS 18.4 release, the code update strongly suggests that Google’s Gemini AI may be incorporated into Apple devices in the near future. This could potentially occur in a subsequent iOS 18 update or with the launch of iOS 19. Apple is also anticipated to unveil its own advanced conversational Siri model in iOS 19.

Google has recently introduced new Gemini 2.0 models, including an advanced reasoning model, which could debut on the iPhone, specifically on newer models such as the iPhone 15 Pro, iPhone 16/16 Pro, and the iPhone 16e.

The potential collaboration between Alphabet and Apple marks a significant step in AI integration for mobile devices, signaling Alphabet’s continued innovation in AI technology. Investors appear to respond to the news with cautious optimism, reflected in the slight uptick in Alphabet’s stock price.

Separately, Alphabet won a multibillion-dollar Salesforce (NYSE:CRM) cloud deal, according to a report from Bloomberg. This news might also have a positive impact on Alphabet’s stock.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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