Apple’s long-standing Google Search Deal, where Google pays Apple to be the default search engine on iOS devices, could face changes due to Apple’s potential investment in OpenAI. This deal, in place since 2016, contributes billions to Apple’s revenue. The agreement is set to last until 2026, with an option to extend until 2031.

However, Apple’s rumoured investment in OpenAI, which aims to raise several billion dollars, might create competition for Google. According to Bank of America analysts, this move could signal a future AI partnership that might serve as an alternative to Google search. OpenAI, known for its AI models like GPT-4, is already set to integrate its technology into Apple devices, including iPhones, Macs, and iPads.

This potential shift comes as OpenAI tests new AI search features that could be incorporated into ChatGPT, enhancing the way users interact with search engines by combining AI models with real-time web information.