CNBC·2025-08-22 20:23Core Viewpoint - Alphabet's shares increased following reports of Apple considering the use of Google's Gemini AI models for an updated Siri assistant, highlighting a potential collaboration in AI technology [1][2]. Group 1: Stock Performance - Alphabet's shares rose more than 3% after a Bloomberg report indicated Apple's inquiry about a custom AI model from Google for a new Siri, potentially launching next year [2]. Group 2: AI Technology and Strategy - Google's Gemini AI models have been leading in key benchmarks for AI advancements, while Apple has faced challenges in defining its own AI strategy [2]. - Google's Gemini models are set to become the default assistant on Android phones, showcasing capabilities that surpass those of Siri, such as video summarization [4]. Group 3: Potential Risks and Legal Context - The discussions between Apple and Google occur amid potential risks to Google's lucrative search agreements with Apple, with a U.S. judge expected to rule on penalties related to Google's alleged search monopoly [3]. - These search deals are significant for Google, costing the company billions annually in payouts [3]. Group 4: Collaboration and Future Plans - Apple is exploring partnerships with various AI companies, including Google, Anthropic, and OpenAI, as part of its efforts to enhance its AI roadmap [5]. - Documents from Google's remedy trial revealed that Apple executives were involved in negotiations regarding the use of Google's Gemini for a potential search option [6].