Apple has partnered with Google to use Gemini models for Siri and its broader Apple Intelligence framework, with a deal potentially worth $5 billion. This cloud computing agreement will involve Apple making payments to Google over time. Analyst Gene Munster believes the partnership is significant, recalling a past deal where Google's search became the default on Apple devices, which ultimately generated around $20 billion annually for Apple. Apple claims Google's technology is the best fit for its needs, but this collaboration raises concerns about the future of its existing integration with ChatGPT, which has been part of Apple Intelligence since 2024. While Apple assures that the Google partnership won't impact ChatGPT, Munster is skeptical, suggesting that maintaining both AI models may not be practical for Apple. Meanwhile, OpenAI has shifted its focus away from Apple, deciding not to become a custom model provider to concentrate on its own AI hardware, led by former Apple design chief Jony Ive. Despite the $5 billion figure, Apple’s investment is modest compared to its competitors. Companies like Google, Microsoft, Amazon, and Meta have spent hundreds of billions on AI infrastructure since the launch of ChatGPT in 2022. Apple's spending on property, plant, and equipment for fiscal 2025 is projected at $12.7 billion, a fraction of Google's expected $90 billion expenditure. A former Apple executive noted that this deal reflects Apple's cautious approach to AI investments, unlike its rivals. The next version of Siri is slated for release with iOS 26.4, expected to debut in March or April.