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Events / Business / Apple Considers AI Search in Safari
Business antitrust testimony

Apple Considers AI Search in Safari

Analysis based on 7 articles · First reported May 07, 2025 · Last updated May 08, 2025

Sentiment
-40
Attention
7
Articles
7
Market Impact
General
Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard
Market Impact

The potential shift by Apple Inc. to integrate AI-powered search into Safari could severely impact Alphabet Inc.'s search advertising revenue, leading to a significant drop in Alphabet Inc.'s stock price. This move signals a broader trend in the technology industry towards AI, affecting market dynamics for major tech companies and advertisers.

Technology Advertising
Event Summary

Apple Inc. is considering a significant overhaul of its Safari to integrate AI-powered search engines, a move that could challenge Alphabet Inc.'s dominance in the search market. This revelation came from Eddy Cue, Apple Inc.'s senior vice president of services, during his testimony in the United States — United States Department of Justice's antitrust lawsuit against Alphabet Inc. Alphabet Inc. currently pays Apple Inc. an estimated $20 billion annually to be the default search engine on Safari. Eddy Cue stated that searches on Safari declined for the first time last month, attributing it to users increasingly turning to AI. He believes that AI search providers like OpenAI and Perplexity AI will eventually replace standard search engines such as Alphabet Inc., and Apple Inc. plans to add these AI options to Safari in the future, though not necessarily as the default. This news caused Alphabet Inc. shares to fall by 6-9%, erasing over $150 billion in market value, while Apple Inc. shares also slipped about 2%. Apple Inc. has already partnered with OpenAI to offer ChatGPT in Siri, and Alphabet Inc. is attempting to integrate its Google Gemini AI into Apple Inc.'s devices.

Key Actions
100 Alphabet Inc. shares fell
90 Alphabet Inc. paid Apple Inc.
80 Apple Inc. dropped stock price
80 Eddy Cue testified in case Alphabet Inc.
70 Apple Inc. considers reshaping Safari
70 Eddy Cue believes will replace Alphabet Inc.
60 Apple Inc. struck deal OpenAI
60 Alphabet Inc. tries to secure Apple Inc.
Entities Involved
stock
Apple Inc.
Apple Inc. is considering integrating AI-powered search engines into its Safari browser, potentially reducing its reliance on Alphabet Inc. and impacting its $20 billion annual deal with Alphabet Inc.. This move could also affect Apple Inc.'s stock price.
Importance 90.0 Sentiment -20.0
oth
Safari
Safari is the platform where Apple Inc. is considering integrating AI-powered search engines, potentially reshaping its functionality and user experience.
Importance 80.0 Sentiment 0.0
per
Eddy Cue
Eddy Cue, Apple Inc.'s senior vice president of services, testified in the United States — United States Department of Justice's antitrust case, revealing Apple Inc.'s consideration of AI-powered search in Safari and its belief that AI search will replace standard search engines.
Importance 80.0 Sentiment 0.0
priv
OpenAI
OpenAI is an AI startup that Apple Inc. has already partnered with to offer ChatGPT as an option in Siri, and it is considered a potential AI search provider for Safari.
Importance 50.0 Sentiment 20.0
priv
Perplexity AI
Perplexity AI is an AI startup that Eddy Cue believes will eventually replace standard search engines and could be added as an option in Safari.
Importance 40.0 Sentiment 20.0
priv
Anthropic
Anthropic is an AI search provider that Eddy Cue believes will eventually replace standard search engines like Alphabet Inc..
Importance 20.0 Sentiment 10.0
stock
Alphabet Inc.
Importance 0.0 Sentiment 0.0
govactor
United States — United States Department of Justice
Importance 0.0 Sentiment 0.0
Relationships
Apple Inc. related ↔ OpenAI
Apple Inc. related ↔ Anthropic
Apple Inc. AI licensee ↔ Alphabet Inc. Apple integrates Alphabet's Gemini AI models into its iOS and Apple Intelligence features, and receives substantial paym
Apple Inc. related ↔ United States — United States Department of Justice
OpenAI related ↔ Perplexity AI
OpenAI competitor ↔ Anthropic OpenAI directly competes with Anthropic in the development of advanced large language models. Despite past exploratory m
OpenAI competitor ↔ Alphabet Inc. OpenAI is a direct competitor to Alphabet in the artificial intelligence and web browsing markets, actively accelerating
OpenAI related ↔ United States — United States Department of Justice
Perplexity AI related ↔ Anthropic
Perplexity AI related ↔ Alphabet Inc.
Anthropic investee ↔ Alphabet Inc. Anthropic is a major cloud customer and investee of Alphabet, having committed $200 billion to Google Cloud over five ye
Anthropic related ↔ United States — United States Department of Justice
Alphabet Inc. related ↔ United States — United States Department of Justice
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