Apple to Launch AI Chatbot 'Campos' in iOS 27, Integrating Google's Gemini Tech (AAPL, GOOG)

Apple is overhauling Siri into a full AI chatbot called Campos, set for release in September 2026 with iOS 27, iPadOS 27, and macOS 27. The update marks a strategic shift, embedding conversational AI deeply across Apple’s operating systems to compete with OpenAI’s ChatGPT and Google’s Gemini. Campos will support voice and text input, summarize web content with citations, generate images, analyze files, and control device functions. It will integrate with core apps like Mail, Photos, and Xcode, enabling complex voice-driven tasks. Unlike current Siri, it will interpret on-screen content and personal data while prioritizing privacy—potentially limiting user memory retention. The chatbot relies on a custom AI model co-developed with Google, based on Gemini 3 and known internally as Apple Foundation Models version 11. Apple plans to host some processing on Google’s TPU servers, paying Google ~$1 billion annually. An interim Siri update arrives in mid-2026 via iOS 26.4, using an earlier model running on Apple’s Private Cloud Compute. Apple shares rose 1.7% to $250.83; Alphabet gained 2.6% to $330.32 following the news.