TLDR
- Apple shares rose 2% after reports of potential AI partnerships with Anthropic and OpenAI for Siri
- Company considering external AI models instead of in-house Apple Foundation Models
- Discussions involve training Claude and ChatGPT models on Apple’s cloud infrastructure
- Move represents strategy reversal from Apple’s traditional proprietary technology approach
- Decision still pending as talks remain in early stages
Apple stock experienced choppy trading Monday following Bloomberg reports that the company is exploring partnerships with AI firms Anthropic and OpenAI. The iPhone maker has been discussing the possibility of using external artificial intelligence models to power an upgraded version of Siri.
BREAKING: Apple is considering using AI technology from Anthropic or OpenAI to power Siri, sidelining its own in-house models in a potentially blockbuster move aimed at turning around its AI effort. https://t.co/piY6Fag41a
— Mark Gurman (@markgurman) June 30, 2025
The discussions center around training versions of Anthropic’s Claude and OpenAI’s ChatGPT models to operate on Apple’s cloud infrastructure. These conversations remain in preliminary stages, with no final decisions made regarding implementation.
This potential partnership represents a departure from Apple’s typical approach to technology development. The company has historically relied on its proprietary Apple Foundation Models for most AI features across its product lineup.
Apple had originally planned to develop a new Siri version using its in-house technology, with a target release date of 2026. The consideration of external AI models suggests the company may be reassessing its timeline and capabilities.
The stock initially declined 0.7% before recovering to close up 2% on Monday. Trading volume reflected increased investor interest in Apple’s AI strategy developments.
AI Competition Pressure
Apple has faced criticism for lagging behind competitors in the generative AI space. The company’s recent Worldwide Developers Conference disappointed analysts and investors with incremental AI developments rather than breakthrough innovations.
The planned Siri update was notably delayed at WWDC without clear explanations from Apple. This delay raised questions about the company’s AI development progress compared to industry leaders.
Current Siri functionality already incorporates some ChatGPT integration for web-based queries. However, the core voice assistant continues to operate on Apple’s proprietary technology platform.
Apple has restructured its AI team in recent months to accelerate innovation and product development. These organizational changes reflect internal recognition of competitive pressures in the AI market.
Industry Context
Other technology companies have adopted similar third-party AI strategies. Samsung utilizes Google’s Gemini models to power various AI features across its device ecosystem.
Amazon has integrated Anthropic’s Claude technology into its new Alexa+ service. This trend toward AI partnerships has become common as companies seek competitive advantages.
Apple’s consideration of external AI models would align the company with industry practices. The move could accelerate Siri’s capabilities while reducing internal development costs and timelines.
Testing phases would involve significant technical integration between Apple’s infrastructure and external AI systems. The company’s cloud infrastructure would need modifications to support third-party language models effectively.
Analyst sentiment on Apple stock remains cautiously optimistic despite recent AI concerns. TipRanks shows a Moderate Buy consensus rating with 16 Buy recommendations, nine Holds, and four Sell ratings.
The average price target of $226.54 represents 10.4% upside potential from current trading levels. Year-to-date performance shows AAPL down 17.9% as investors await clearer AI strategy direction.
Apple’s stock reaction to the AI partnership reports indicates market approval of potential external collaborations. Investors appear willing to support strategic flexibility over rigid adherence to proprietary development approaches.
The timing of these discussions coincides with increased market focus on AI capabilities across major technology companies. Apple’s willingness to consider external partnerships demonstrates pragmatic response to competitive pressures.
Apple has requested both Anthropic and OpenAI to prepare specialized versions of their models for cloud infrastructure testing purposes.
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