Apple bets big on Google's Gemini AI

Watch on YouTube ↗  |  January 12, 2026 at 19:32  |  1:55  |  CNBC
Speakers
Deirdre Bosa — Anchor/Reporter, CNBC Tech Check

Summary

Deirdre Bosa discusses Apple's announcement that Gemini will power Siri, framing it as a significant but unsurprising partnership. She argues the deal boosts Gemini momentum and gives Google new revenue and scale, while also shifting longer-term leverage to Apple because Apple controls the customer, device, and data. The arrangement may hurt OpenAI, but Google does not own the user and the deal does not help Pixel or Android device sales.

  • Apple announced Gemini will power Siri.
  • Deirdre Bosa says the partnership was not surprising.
  • Gemini gains momentum and scale; OpenAI is pressured.
  • Google gets new revenue but may see capped upside.
  • Apple keeps customer relationship, data, and private cloud control.
  • Longer-term leverage may favor the platform owning the user.
  • The deal does not help Google sell Pixel or Android devices.
Ideas
Deirdre Bosa Anchor/Reporter, CNBC Tech Check 0:30
Gemini deal boosts Google revenue and scale.
The Gemini/Siri deal is extremely bullish for Google on the surface: it gives Gemini more momentum and scale, creates a new revenue stream for inference, and hits OpenAI where it hurts. However, it also locks Google into the most expensive part of the AI stack and caps its upside because Apple controls the customer and data; the deal does not help sell Pixel or Android devices.
GOOG HIGH
Deirdre Bosa Anchor/Reporter, CNBC Tech Check 0:49
Apple owns customer, keeps long-term AI leverage.
The Apple-Google Gemini partnership shifts longer-term AI leverage to Apple because Apple keeps control of the customer, data, device, and private cloud. Most requests are handled on-device or in Apple's private cloud under Apple's privacy rules, and Google only sees scoped, anonymized data. Google gets paid for inference and scale but does not own the user, and owning the customer may matter more than owning the model in the next leg of the AI race.
AAPL HIGH
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This CNBC video, published January 12, 2026, features Deirdre Bosa discussing GOOG, AAPL. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Deirdre Bosa  · Tickers: GOOG, AAPL