Apple weighs using Anthropic or OpenAI to power Siri in major reversal, Bloomberg News reports

Apple is weighing using artificial intelligence technology from Anthropic or OpenAI to power a new version of Siri, instead of its own in-house models, Bloomberg News reported on Monday.

Shares of the iPhone maker, which had traded down earlier in the session, closed 2% higher on Monday.

Apple has had discussions with both companies about using their large language models for Siri, asking them to train versions of their LLMs that could run on Apple's cloud infrastructure for testing, the report said, citing people familiar with the discussions.

Apple's investigation into third-party models is at an early stage and the company has not made a final decision on using them, the report said.

Amazon-backed Anthropic declined to comment, while Apple and OpenAI did not respond to Reuters requests.

The company had in March said AI improvements to its voice assistant Siri will be delayed until 2026, without giving a reason for the setback.

Apple shook up its executive ranks to get its AI efforts back on track after months of delays, resulting in Mike Rockwell taking charge of Siri, as CEO Tim Cook lost confidence in AI head John Giannandrea's ability to execute on product development, Bloomberg had reported in March.

At its annual Worldwide Developers Conference earlier this month, Apple focused more on incremental developments that improve everyday life — including live translations for phone calls — rather than the sweeping ambitions for AI that Apple's rivals are capitalizing.

Apple software chief Craig Federighi had then said it is opening up the foundational AI model that the iPhone maker uses for some of its own features to third-party developers, and that the company will offer both its own and OpenAI's code completion tools in its key Apple developer software.