(tim cook glowing apple logo GettyImages)

While the new Siri was expected to launch with the upcoming iOS 26.4 update in March, now, the changes are expected to roll out more slowly over time, reportedly postponing some features until the May iOS update, or even until the release of iOS 27 in September. Apparently, Apple ran into trouble when testing the software, requiring the launch date to be pushed back further.

The changes are rumored to make the longtime digital assistant more like the LLM chatbots that have swept the tech world — but instead of opening up a ChatGPT or Claude app on your iPhone or MacBook, you would be able to just talk to Siri, which will be powered by Google Gemini.

Roger Luo said:From “Apple built” to “Google powered”—Siri’s reboot is more of a retreat. Two years of delays and no rival product in sight. Borrowing Gemini to stay relevant isn’t a strategy; it’s an admission. Apple’s AI gap is no longer deniable.

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(Google Confirms Apple Partnership to Power Next Generation Foundation Models.)

The new models will focus on efficiency, safety, and real-world performance. Google brings its deep experience in large-scale machine learning. Apple contributes its strength in on-device processing and user privacy. Together, they aim to create models that run smoothly across devices while protecting personal data.

Work has already begun on early prototypes. Engineers from both companies are sharing research and testing methods. The teams are based in California but coordinate daily through secure channels. Progress is being tracked closely by senior leadership at both firms.

This partnership does not mean the companies will merge their operating systems or hardware. Instead, they will share core AI technologies under strict guidelines. Each company will still design its own user experiences. The goal is to speed up innovation without compromising brand identity.

Users can expect to see the first results of this work in software updates next year. Features may include smarter assistants, better photo editing tools, and more natural language understanding. Both Google and Apple say these improvements will be rolled out gradually.

Regulators have been informed about the collaboration. The companies stress that all data handling will follow existing privacy laws. No user information will be shared between the two firms outside of anonymized, aggregated insights needed for model training.

(Google Confirms Apple Partnership to Power Next Generation Foundation Models.)

The joint effort reflects a growing trend in the tech industry. Firms are teaming up to tackle the high costs and complexity of building state-of-the-art AI. By working together, Google and Apple hope to set new standards for what foundation models can do.

(Apple CEO)

During the earnings call, CEO Tim Cook noted that this growth was primarily driven by robust demand across global markets, particularly in Greater China and India. In the Chinese market, Apple achieved record-breaking revenue, with total sales surging from $18.5 billion to $25.5 billion, while store traffic also saw double-digit growth. Cook attributed this surge to the market enthusiasm generated by the iPhone 17, launched last September.

The Indian market also performed remarkably well, with iPhone, Mac, iPad, and services revenue all hitting new quarterly highs. Cook emphasized that India, as the world’s second-largest smartphone market and fourth-largest PC market, delivered “an exceptional quarter” for the company.

Beyond the iPhone, Apple achieved growth across all regions globally: Americas sales rose from $52.6 billion to $58.5 billion, while Europe sales increased from $33.8 billion to $38.1 billion. Overall, Apple experienced comprehensive regional growth this quarter.

Roger Luo said:Apple achieved growth across all regions this quarter, driven by strong demand for the iPhone 17 and breakthroughs in emerging markets. Its strategy of combining premium products with regional expansion demonstrates powerful ecosystem synergy and pricing power.

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(apple intelligence iphone mac)

It is reported that this update is expected to fulfill Apple’s technology promise made in June 2024 for the first time – the new version of Siri will be able to independently complete complex cross application operations by calling user personal data and real-time screen content. Gulman also revealed that Apple is preparing for a larger upgrade at the June Global Developers Conference: the next generation Siri will adopt a conversational interaction mode closer to ChatGPT and may be directly deployed on Google Cloud infrastructure.

Previous reports have shown that Apple has encountered bottlenecks in its self-developed artificial intelligence strategy. Gulman revealed that Apple executive Mike Rockwell even refuted his reports as “pure nonsense” during an internal meeting last summer. However, with the substantial progress of Google’s cooperation and the recent departure of John Giannandria, former head of Apple’s AI business, the tech giant’s path towards artificial intelligence development has shown a clear shift.

Roger Luo said:This collaboration reveals a new paradigm in AI competition among tech giants: Apple combines its ecosystem data with Google’s cutting-edge models, mitigating risks from in-house development delays while accelerating service intelligence. However, deep reliance on a partner’s core technology may trigger new struggles over long-term ecosystem control and data security.

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(Apple logo Getty)

If the rumors come true, this will be another sign of the intensifying competition in the artificial intelligence hardware market. Previously, Chris Rehan, Global Affairs Director of OpenAI, stated at the Davos Forum on Monday that the company expects to release its highly anticipated first artificial intelligence hardware device in the second half of this year. Another report suggests that the device may be an earbud style earphone.

The report describes Apple devices as “thin and flat circular disc-shaped devices with aluminum and glass shells”, and engineers hope to control their size to be similar to AirTag, “only slightly thicker”. It is reported that the badge will be equipped with two cameras (standard lens and wide-angle lens respectively) for taking photos and videos, as well as physical buttons and speakers, and a charging contact similar to FitBit on the back.

According to reports, Apple may be trying to accelerate the development progress of the product to cope with competition from OpenAI. The smart badge is expected to be released as early as 2027, with an initial production capacity of up to 20 million units. TechCrunch has contacted Apple for more information regarding this matter.

However, it remains to be seen whether such artificial intelligence devices can gain market recognition. The startup company Humane AI, previously founded by two former Apple employees, has launched a similar artificial intelligence badge, which also has a built-in microphone and camera. But the product received a lukewarm response after its launch, and the company was forced to cease operations within two years of its release and sell its assets to HP.

Roger Luo said:This news indicates that the competitive focus of AI is shifting from the cloud to hardware carriers. Apple’s advantage lies in its integrated ecosystem of software and hardware, but this “AI pin” must address fundamental challenges such as scene definition, privacy anxiety, and battery life in order to truly open up a new category of wearable intelligence.

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