Overview
- Apple says it is on track to ship a significantly upgraded Siri in spring 2026 after missing its March 2025 target, with a more conversational assistant that can execute multi‑step tasks.
- Multiple reports indicate Apple plans to use Google’s Gemini to power parts of the new experience, reflecting an internal view that large language models could become interchangeable.
- The Information reports Apple has kept AI-specific spending restrained and preserved more than $130 billion in cash and marketable securities, leaving room for partnerships or acquisitions if valuations fall.
- Leadership has been reshuffled, with Siri moved under Mike Rockwell and AI chief John Giannandrea retiring in December, in a push to tie AI work more directly to shipping products.
- Because Apple does not charge for Apple Intelligence and many features require an iPhone 15 Pro or later, the company’s AI strategy depends on driving upgrades across iPhone, Mac, and iPad.