Apple considers outsourcing Siri's core capabilities to third-party AI models for better innovation
From Financial Modeling Prep: 2025-07-01 05:35:00
Apple is considering outsourcing Siri’s core capabilities to third-party AI models like ChatGPT or Claude, potentially shifting from its self-reliant approach. This move could impact Apple’s reputation and financial strategy, aiming to stay competitive in the AI market.
Siri’s expected upgrade using Apple Foundation Models may be too slow compared to industry advancements by ChatGPT and Claude. Licensing external models could help Apple catch up and improve its AI capabilities, but it also introduces new challenges related to data privacy and reliance on external systems.
Apple’s increased R&D expenses suggest that its in-house AI models may not be scaling as expected, leading to a pivot towards outsourcing. This move could be a response to consumer expectations surpassing internal delivery cycles, highlighting the need for faster innovation in the AI space.
Despite potential AI challenges, Apple’s market stability remains strong with high investment ratings and consistent returns. While Wall Street isn’t viewing the AI pivot as a red flag yet, the impact of this strategic shift on Apple’s future remains to be seen.
If Apple outsources core AI to OpenAI or Anthropic, a hybrid rollout may occur with custom-trained models and a focus on privacy and system integrity. While this move may be temporary, Apple’s reputation for vertical integration could be at risk, raising questions about its innovation edge in the AI landscape.
Read more at Financial Modeling Prep:: Apple’s Siri Reboot: Will Partnering with OpenAI o…