Apple is charting a unique course in the AI race, with reports indicating the tech giant believes large language models (LLMs) will become commoditized by 2026. According to Business Insider, Apple executives are betting that proprietary LLMs like Google’s Gemini will lose their competitive edge, making it unnecessary for Apple to develop its own foundation model for Siri’s AI overhaul. This strategic decision could reshape how we think about AI differentiation in the tech industry.
While competitors like Google, Microsoft, and Meta pour billions into developing and maintaining their own LLMs, Apple appears to be focusing on how these models are implemented rather than owning the underlying technology. The company reportedly plans to license models from partners like OpenAI while concentrating its efforts on creating distinctive AI features and seamless integration with its ecosystem. This approach aligns with Apple’s historical strength in refining existing technologies rather than pioneering them, potentially allowing the company to deliver a more polished AI experience when it unveils its enhanced Siri capabilities in iOS 18.
Source: https://www.businessinsider.com/apple-siri-bet-ai-models-commodities-google-gemini-2026-1