Alphabet and Apple today announced a multi-year collaboration under which the next generation of Apple Foundation Models will be built on Google’s Gemini models and run on Google Cloud infrastructure. After evaluating multiple vendors, Apple determined that Google’s AI technology offered the most capable and scalable foundation for its on-device and private cloud compute needs, while preserving Apple’s privacy standards. Under the agreement, Apple Intelligence features—such as the upcoming Siri enhancements and other personalized AI experiences—will leverage Gemini’s large model architecture, with training and inference workloads managed on Google Cloud’s data centers. The deal represents a strategic win for Google, further cementing Gemini as a core component of global AI infrastructure and driving incremental cloud usage across Apple’s millions of enterprise and consumer devices.

As demand for AI compute continues to surge—data centers now consume roughly 1.5% of global electricity, up 12% year-on-year—Alphabet has bolstered its energy and infrastructure teams with over 340 new hires since 2022. Recent additions include Eric Schubert, a former BP energy regulatory affairs lead, and Tyler Norris, a Duke University researcher joining as head of energy market innovation. These hires focus on energy procurement, grid interfacing and long-term power strategy to secure carbon-neutral electricity for Google’s global AI data centers. According to internal planning documents, Google aims to source 100% of its incremental data-center power needs from renewable wind and solar by 2028, a target that industry analysts say will require securing more than 10 gigawatts of new clean-energy capacity worldwide.