According to media reports, Apple plans to unveil a new AI chatbot codenamed “Campos” at the Worldwide Developers Conference in June, with a formal launch scheduled for September. This service will replace the existing interface. Users will still be able to activate it via the voice command “Siri” or a side button, but its capabilities will far exceed the current version, offering interactive dialogue features similar to ChatGPT or Google’s Gemini. Analysts believe this move is a core strategy for Apple’s resurgence in the AI market. The news has already driven Apple’s stock price (AAPL) up by nearly 2%.
Reports indicate that this new AI chatbot will be a major addition to the iOS 27, iPadOS 27, and macOS 27 systems. Apple is internally testing it as a standalone application, but the final plan is to deeply integrate it across the entire operating system rather than offering it as a separate app. The new version of Siri will support both voice and text interaction modes, covering a wide range of capabilities, including web searches, content creation, image generation, information summarization, and document analysis. It will be able to access personal data to locate files and manage schedules, and by analyzing on-screen content, it can execute actions or provide recommendations, such as controlling device functions or making phone calls.
More importantly, Siri will be integrated into all of Apple’s core applications, such as Mail, Music, Photos, and Xcode. Users will be able to accomplish complex tasks through voice commands, such as finding and editing photos based on descriptions or composing emails with specific content. This deep integration may gradually phase out the existing Spotlight search functionality. Regarding privacy, Apple may significantly restrict the AI’s ability to retain memories of past interactions to protect user data.
The new chatbot will feature a user interface designed by Apple, but its underlying technology will depend on custom AI models developed by Google’s Gemini team. Under a multi-year cooperation agreement, Apple will leverage Gemini models and Google Cloud technology to support the development of its future foundational models. It is reported that the chatbot will run on a high-end custom model comparable to Gemini 3, internally referred to as Apple Foundation Models version 11, supported by servers equipped with Google’s TPU chips. For this, Apple will pay Google approximately $1 billion annually. However, Apple’s design retains flexibility, allowing it to potentially switch underlying models in the future and reduce its reliance on Google’s systems.
Goldman Sachs analyst Michael Ng noted that the recent weakness in Apple’s stock price presents a “good buying opportunity.” He anticipates a 13% year-over-year increase in iPhone revenue for the upcoming quarter, with significant growth in the Chinese market. Ng maintains a “Buy” rating on Apple with a target price of $320. He believes that iPhone demand over the next two years will benefit from new product releases, software upgrades, and the partnership with Google. This collaboration will help alleviate market concerns about competition and reinforce the iPhone’s role as the core device for users to access AI.
