The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

AI

Apple × Gemini

At WWDC 2026 (06-08) Apple shipped Siri AI on Apple Foundation Models "custom-built in collaboration with Google and its Gemini models" (Apple's own wording), partly hosted on Google's cloud on Nvidia Blackwell GPUs under Private Cloud Compute. Deal terms remain unconfirmed by either company (~$1B/yr is reporter-sourced only, never officially stated). The real regulatory angle is the EU: Apple withheld Siri AI from EU iPhones at launch (06-09) citing DMA compliance after the EU rejected its exemption request — not US antitrust. Track: EU launch resolution, whether the $1B/yr figure ever gets confirmed, whether Apple builds back toward its own frontier model.

STATUS · DEVELOPING OPENED · 2026-06-28 LAST SEEN · 2026-09-30
Apple Google

Summary

Apple's Siri AI runs on Foundation Models built with Google's Gemini, but the commercial terms of the deal remain unconfirmed by either company.

Confirmation of the deal's actual cost and duration from Apple or Google would settle the biggest open question about the arrangement.

2026-09-22 — OpenAI tells a court its ChatGPT-in-Siri deal underperformed, and that Apple refused exclusivity

2026-09-15 — Hidden iOS 27 code shows Apple built Siri to let a third-party model replace its own backend entirely

2026-09-14 — The Gemini-powered Siri rebuild actually ships

2026-09-11 — Siri’s AI beta will ship 09-14 with daily usage caps and a future paid tier

2026-09-09 — Siri AI ships publicly, still gated to a waitlist and still blocked in the EU and China

2026-06 (WWDC) — Thread opened

← Backstory (crawl 2026-07-27 → artifacts/findings/apple-gemini-model-deal-2026-07-27.md)

2026-07-27 — the flagged “07-21/22 cloud extension” traced to a stale re-index

2026-07-13→22 — iOS 27 public beta ships Siri AI broadly

2026-06-09 — the EU blocks the launch; the real regulatory angle

2026-06-08 — WWDC ships the full architecture

2026-03-02 — the cloud-hosting detail first breaks

2026-01-12 — official deal confirmed, terms partially disclosed

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