Apple Picks Gemini to Run AI-Powered Siri: Report

Watch on YouTube ↗  |  January 12, 2026 at 17:50  |  1:48  |  Bloomberg Markets
Speakers
Mandeep Singh — Senior Analyst, Bloomberg Intelligence

Summary

The segment covers a report that Apple picked Alphabet's Gemini to power an AI version of Siri. Mandeep Singh argues Google was the obvious partner because of its existing Apple search relationship and broad AI capabilities, and he sees favorable timing as voice-driven agent commerce develops. He also says frontier AI models are close and increasingly specializing by use case, citing Anthropic, OpenAI, and Meta's voice-for-glasses effort.

  • CNBC reported that Apple picked Alphabet's Gemini to run an AI-powered version of Siri.
  • Mandeep Singh said Google was the obvious choice because of its existing Apple search relationship and broad AI functionality.
  • He said voice and agent commerce are growing areas and the Gemini timing is favorable.
  • He argued frontier AI models are close and increasingly specializing by use case.
  • Anthropic was cited as evidence that focused models can gain a lead.
  • OpenAI was expected to do well, while Meta was described as focusing voice AI for its glasses.
  • No clear directional view on Apple was expressed beyond the strategic need to catch up.
Ideas
Mandeep Singh Senior Analyst, Bloomberg Intelligence 0:16
Google is obvious Apple AI choice
Mandeep Singh says Google was the obvious choice to power Apple's AI Siri because Google already has the existing search relationship with Apple and broad AI functionality; he also sees the timing as favorable as voice becomes a key area for agentic commerce.
GOOG HIGH
Mandeep Singh Senior Analyst, Bloomberg Intelligence 0:28
Apple needs Gemini for AI catch-up
Mandeep Singh argues Apple has to step up in AI-powered voice and agent commerce, and its reported choice of Google Gemini is a necessary move that comes at a good time, though he does not frame a clear directional Apple trade.
AAPL MED
Mandeep Singh Senior Analyst, Bloomberg Intelligence 1:33
Meta focuses voice AI for glasses
Mandeep Singh notes that Meta is focusing its AI model on voice because it believes voice will work very well with its glasses, part of a broader trend where frontier models specialize on use cases to gain an edge.
META LOW
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This Bloomberg Markets video, published January 12, 2026, features Mandeep Singh discussing GOOG, AAPL, META. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mandeep Singh  · Tickers: GOOG, AAPL, META