苹果计划在2026年对Siri进行根本性改造，将其升级为内置于iPhone、iPad和Mac系统中的聊天式AI，以应对OpenAI和Google在生成式AI领域的领先地位。该项目代号为Campos，将在今年晚些时候发布，并取代现有Siri界面。市场对此反应积极，消息公布后Apple股价一度上涨1.7%，而为其提供底层模型支持的谷歌母公司Alphabet股价上涨2.6%。此举被视为苹果弥补其在AI竞赛中落后地位的关键一步。
从技术和时间节点看，苹果采取分阶段推进策略。较早推出的Siri更新版本（iOS 26.4）将基于1.2万亿参数的Apple Foundation Models v10，主要增强屏幕分析和个性化搜索能力。真正的聊天机器人功能预计在6月开发者大会亮相、9月随iOS 27、iPadOS 27和macOS 27发布，运行更高阶的v11模型，能力对标Gemini 3。苹果正在讨论将该模型托管在谷歌TPU服务器上，这与此前依赖自有云计算基础设施形成对比，也显示其在算力与速度上的现实权衡。
功能层面，Campos将支持语音与文本交互、网页搜索、内容生成、图像创建和文件分析，并深度整合邮件、照片、音乐等核心应用。与第三方聊天机器人不同，它可直接读取屏幕内容并控制系统设置。与此同时，苹果考虑在隐私保护下限制长期记忆能力。战略上，这一转向发生在管理层调整之后：AI负责人更替、关键工程师流失以及ChatGPT在2025年10月突破8亿周活跃用户，都加速了苹果拥抱聊天式AI的节奏。
Apple plans a major Siri overhaul in 2026, transforming it into a built-in chatbot across iPhone, iPad, and Mac to counter the dominance of OpenAI and Google in generative AI. The project, code-named Campos, will replace the current Siri interface later this year. Investors responded positively: Apple shares rose as much as 1.7% on the news, while Google parent Alphabet climbed 2.6%, reflecting expectations that the revamp could close Apple’s AI gap.
The rollout is phased and highly technical. An interim Siri update (iOS 26.4) will run on Apple Foundation Models v10, a 1.2-trillion-parameter system focused on screen analysis and personalization. Full chatbot capabilities are slated for a June unveiling and September release alongside iOS 27, iPadOS 27, and macOS 27, powered by the more advanced v11 model comparable to Gemini 3. Apple is considering hosting the chatbot on Google’s TPU servers rather than its own cloud, signaling a pragmatic trade-off between performance and control.
Functionally, Campos will support voice and text chat, web search, content and image generation, and file analysis, while integrating deeply into core apps like Mail, Photos, and Music. Unlike third-party bots, it can analyze on-screen content and control system features. Apple is debating limits on long-term memory to protect privacy. Strategically, the shift follows leadership changes, talent losses to OpenAI, and competitive pressure as ChatGPT surpassed 800 million weekly users in October 2025, accelerating Apple’s move toward conversational AI.