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Alphabet (NasdaqGS:GOOGL) has reportedly reached an agreement for Apple to use its Gemini AI model in the next version of Siri.
The arrangement would involve Apple paying Alphabet to power some Siri features with Gemini.
Separately, Alphabet’s Waymo unit clarified that its robotaxis are never remotely driven and that remote staff only provide high level guidance.
Waymo’s clarification is aimed at regulators and the public as scrutiny of autonomous vehicle safety and oversight continues.
For you as an investor, this places Alphabet at the center of two large technology shifts at once: AI assistants and autonomous driving. Gemini inside Siri would connect Alphabet to hundreds of millions of Apple devices, while Waymo operates in a sector that is drawing close attention from lawmakers and city officials.
These developments may shape how you think about Alphabet’s mix of businesses beyond search and YouTube, especially its exposure to AI licensing and mobility services. As more details emerge on the Apple relationship and on any regulatory framing for robotaxis, the potential scale, risk profile, and timing of these opportunities could become clearer.
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✅ Price vs Analyst Target: At US$314.98 versus a consensus target of US$376.86, the price is about 20% below where analysts on average see it.
⚖️ Simply Wall St Valuation: Simply Wall St currently assesses Alphabet as trading close to its estimated fair value.
❌ Recent Momentum: The 30 day return is about 3.9% lower, which signals weak short term momentum.
There is only one way to know the right time to buy, sell or hold Alphabet. Head to Simply Wall St’s company report for the latest analysis of Alphabet’s fair value.
📊 The Gemini and Siri link plus Waymo’s robotaxi push broaden Alphabet’s revenue mix beyond advertising into AI licensing and mobility services.
📊 Watch how much Apple related Gemini revenue is disclosed, any margin impact, and updates on Waymo’s operating scale or regulatory approvals.
⚠️ Waymo operates under close regulatory scrutiny and Alphabet already has a flagged risk around high levels of non cash earnings, so accounting quality and legal developments are key to track.
