智通财经网·2026-01-27 04:14Core Insights - Apple has reportedly selected Google to assist in operating the next-generation Siri voice assistant, while negotiations with Anthropic for Siri's intelligent upgrade have broken down [1] - Apple is adjusting its Apple Intelligence strategy in the second half of 2025, with a multi-year deep collaboration agreement with Google announced in January 2026 [1] - The new Siri will be powered by the Gemini model, which will enhance its core semantic understanding and multimodal interaction capabilities [1] Group 1 - Google's annualized quote of approximately $1 billion is considered more cost-effective, leveraging its mature cloud infrastructure to support global iOS user demand [1] - Apple previously engaged in discussions with Anthropic and OpenAI for Siri operations and Apple Intelligence business, but Anthropic's demand for "billions of dollars annually for several years" was deemed unfavorable, leading to the cessation of talks [1] Group 2 - The breakdown of negotiations highlights the pressure on AI unicorns regarding valuation and revenue balance, with Anthropic maintaining a 32% market share in the enterprise sector despite losing Apple's core consumer orders [2] - Anthropic is preparing for an IPO planned for 2026, with private market valuation rumors soaring to $350 billion, indicating a shift towards growth in B2B verticals rather than consumer hardware [2] - The new Siri, equipped with Gemini technology, is set to launch in February 2026 with iOS version 26.4, marking a significant step in Apple's AI ecosystem [2]