Apple 在 2025-06-30 的内部拐点后重置 AI 路线：在 Apple Intelligence 令人失望、Siri 延期后，Craig Federighi 等评估以第三方模型替代内部基础模型。与 Anthropic 的谈判在 2025-08 因“每年数十亿美元、持续多年”的要价停滞；与 OpenAI 因挖角与硬件野心形成冲突。Apple 转向 Google Gemini；在 2025-09 法官裁定 Apple–Google 约每年 200 亿美元的 Safari 搜索协议无需拆解后，合作风险下降；到 2025-11 敲定由 Gemini 为 Siri 与后续 Apple Intelligence 供模，先跑在 Apple Private Cloud Compute，后续部分迁至 Google 基础设施与 TPU。

Siri 将分两版推进。第一阶段随 iOS 26.4（下月进入 beta，2026-03 或 2026-04 初公开发布）引入可访问个人数据与屏幕内容的能力；内部标为 Apple Foundation Models version 10，约 1.2 trillion 参数，部署在 Apple Private Cloud Compute。第二阶段为代号 Campos 的全新 Siri 架构与界面，计划在今年 WWDC 亮相，并随 iOS 27 / iPadOS 27 / macOS 27 于夏季提供 beta；其使用更先进的 Apple Foundation Models version 11，目标对标 Gemini 3，并可能直接运行在 Google 云端以提升准确性与响应。

组织与产品线同步重排：John Giannandrea 于 2025-12 被边缘化并将领薪至次年 2026-04 归属节点；部分“AI 时代 Safari”、World Knowledge Answers 与分散式应用内 chatbot 计划被暂停或缩减。硬件侧，Apple 计划 2026 年密集更新 Mac（含 OLED+触控版 MacBook Pro、低价新 MacBook 等）；M5 于 10 月发布且曾出现 M3→M4 仅 5 个月间隔，令 M6 提前的概率上升。财务与治理时间点包括 2026-01-29 Q1 财报（收入指引接近 1400 亿美元）与 2026-02-24 股东大会；家居设备路线包含 7 英寸中枢、9 英寸机械臂中枢（目标 2027 或更晚）与安防摄像头。

Apple reset its AI strategy after an internal inflection point around 2025-06-30: following a weak Apple Intelligence debut and Siri delays, Craig Federighi’s group weighed replacing internal foundation models with a third-party provider. Anthropic talks stalled by 2025-08 over “several billion dollars per year” multi-year pricing; OpenAI raised conflict concerns amid poaching and hardware ambitions. Apple pivoted to Google Gemini; after a 2025-09 ruling that Apple–Google’s roughly $20B-per-year Safari search deal needn’t be unwound, partnership risk fell; by 2025-11 the firms finalized Gemini supplying Siri and future Apple Intelligence, first on Apple Private Cloud Compute, later partly on Google infrastructure and TPUs.

Siri is being delivered in two versions. Phase one arrives with iOS 26.4 (beta next month, public rollout in 2026-03 or early 2026-04), enabling access to personal data and on-screen content; internally it’s labeled Apple Foundation Models version 10 at about 1.2 trillion parameters, hosted on Apple Private Cloud Compute. Phase two is a rebuilt, chatbot-era Siri codenamed Campos, slated for unveiling at this year’s WWDC and betas of iOS 27 / iPadOS 27 / macOS 27 in summer; it uses Apple Foundation Models version 11, targeting Gemini 3 competitiveness, and may run directly on Google’s cloud for higher accuracy and responsiveness.

Reorgs and roadmaps follow: John Giannandrea was pushed out in 2025-12, collecting pay/equity through an 2026-04 vesting date; parts of an “AI-era Safari,” World Knowledge Answers, and app-embedded standalone chatbots are paused or scaled back. Hardware plans point to a dense 2026 Mac cycle (including an OLED+touch MacBook Pro and a low-cost new MacBook); with M5 released in October and a prior M3→M4 gap of only 5 months, an earlier-than-expected M6 looks plausible. Key dates include 2026-01-29 Q1 earnings (revenue guidance nearing $140B) and the 2026-02-24 shareholder meeting; home devices include a 7-inch hub, a 9-inch robotic-arm hub (aimed at 2027 or later), and a security camera.