Apple(US:AAPL) Xuan Gu Bao·2026-01-22 00:11Core Insights - Apple plans to transform Siri into its first AI chatbot, codenamed Campos, with a release expected at the June Worldwide Developers Conference and a formal launch in September [1] - The new AI chatbot will replace the existing interface and will have capabilities similar to ChatGPT and Google Gemini, enhancing user interaction [1][2] Group 1: Product Features and Integration - The new AI chatbot will be a major feature in iOS 27, iPadOS 27, and macOS 27, and will be tested as a standalone Siri application integrated into the operating system [2][3] - It will support both voice and text interactions, offering functionalities such as web search, content creation, image generation, information summarization, and file analysis [2][3] - The chatbot will utilize personal data to complete tasks, locate specific files, songs, calendar events, and messages, and will be able to analyze open windows and screen content for executing commands [4] Group 2: Technological Foundation - The new chatbot will be designed with Apple's user interface but will rely on a custom AI model developed by Google's Gemini team, supported by a long-term partnership with Google [5] - Apple pays approximately $1 billion annually to Google for access to these models, and the chatbot will be hosted on servers using Google's TPU chips [5] Group 3: Organizational Changes - The strategic shift towards AI is accompanied by leadership changes, including the departure of John Giannandrea and the consolidation of AI control under Craig Federighi [6] - Amar Subramanya has been appointed as AI Vice President, reporting to Federighi, and previously contributed to the development of Gemini at Google [6]