It seems that while ChatGPT is currently the only AI model that will integrate with Apple devices, that won’t be the case for long. According to Bloomberg’s Mark Gurman in his “Power On” newsletter, Apple is set to announce “at least” one additional AI model integration this fall – specifically, the integration of Google’s Gemini chatbot.
The integration of Gemini with iOS 18 has been rumored for some time, alongside the anticipated integration of OpenAI’s models. Apple’s software chief Craig Federighi even hinted at a Google partnership shortly after the recent keynote event.
Rumors have also suggested that Anthropic’s AI models could be part of Apple’s future plans, and Gurman speculates that Apple may announce a deal with Anthropic at some point, if not this fall. However, Meta’s Llama chatbot was apparently quickly rejected by Apple, as it is not considered good enough.
Overall, it seems Apple is expanding beyond just ChatGPT to integrate a range of leading AI chatbots and models into its ecosystem in the near future.
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Beyond just chatbot integrations, Apple is also working on a broader initiative called “Apple Intelligence” which is expected to debut in beta form this fall. Apple’s goal with Apple Intelligence is to make AI a direct revenue stream, rather than just a set of features designed to drive hardware sales.
As part of this strategy, Gurman suggests Apple may eventually introduce subscription-only features within Apple Intelligence. However, it seems this won’t happen immediately, and the initial version of Apple Intelligence will only be available on the iPhone 15 Pro and Pro Max models. It’s unclear if these initial AI features will be compelling enough to drive significant iPhone upgrades.
In the meantime, Apple will still benefit financially as users subscribe to AI chatbots from its partners, as Apple will collect a cut of those in-app purchase revenues.
These third-party AI services may serve as a stopgap for Apple as it gradually rolls out its own proprietary generative AI system. For consumers, this growing landscape of AI assistants will provide more choice, though that choice may ultimately just represent variations on the same core AI capabilities, for better or worse.
Overall, Apple appears to be positioning AI as a key strategic focus, with plans to monetize it both through partner integrations and its own Apple Intelligence platform in the coming years.
