Analyst Ming-Chi Kuo predicts Apple will leverage Google Gemini more effectively than its creator through Apple Intelligence. The tech giant confirmed plans to use Google's AI technology for Siri updates, potentially creating a superior AI experience than Google itself delivers. WWDC26 will test whether Apple can build better applications and workflows with the same underlying technology.

Users won't see Gemini directly on their iPhones, iPads, or Macs. Apple is licensing the model to enhance its own Apple Foundation Models while maintaining privacy through iCloud Private Compute. The improved Siri will arrive sooner than expected, as Apple builds upon existing Gemini technology rather than developing entirely new AI capabilities from scratch.

The partnership reportedly costs Apple $1 billion annually to license Google's AI technology. This significant investment suggests Apple's confidence in leveraging Gemini across its ecosystem. Kuo maintains that Apple's success hinges on delivering uniquely beneficial features through its hardware and software integration, rather than simply using the same AI technology as competitors.