Google’s Gemini inclusion could show us the ceiling of Apple’s AI ambitions. Why is that? Well, Apple is apparently using the same Gemini models as Google does in its own smartphone. So can Apple deliver more than Google can with the same AI models? It’s possible, just look at Samsung. But is it likely, after the Apple Intelligence false start two years ago?
As has been reported, and pretty much confirmed by Google, Apple is using Gemini as the underlying layer for the revamped Siri that we should see launched today with iOS 27 at WWDC 2026. Apple analyst Ming-Chi Kuo says that the key takeaway from today will not be the short-term market reaction after the event. It will be whether Apple can deliver better AI applications, agentic workflows, and on-device and cloud hybrid experiences than Google.
If Apple can, then it helps to extend the company’s “bull” case for market watchers. But if the answer is no, then it means that Apple’s AI ceiling is set by a set of models that Apple doesn’t even control.
Apple is currently behind on AI, but that doesn’t matter
All we’ve heard about for the past couple of years is that Apple is behind on AI. And while that’s true, that doesn’t mean it will always be the case. I’ll tell you, as someone in the smartphone industry who attends multiple events every year, including Google I/O last month, it’s quite refreshing to watch an Apple event and not hear about AI for two hours.
Apple might be behind in the chatbot and agentic workflow world of AI, but Apple has been using AI in its operating systems for years. In various apps, and even in some developer tools. But keep in mind, if Apple really wanted to dominate the AI world, they could very easily purchase a company like Anthropic. Apple has a ton of cash on-hand, and could purchase companies without even dipping into their stock.
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