Apple revamps Siri with Google Gemini, may launch AI wearable
Apple is reportedly rebuilding Siri under an internal project codenamed “Campos” for iOS 27, integrating Google’s Gemini 3 large-model technology to convert Siri into an advanced AI assistant able to write code, generate images and handle complex multi-step tasks. Sources say Apple’s licensing deal with Google could cost about $1 billion per year — viewed as cheaper than building an equivalent model in-house — allowing Apple to concentrate on product integration and privacy features. The upgraded Siri is expected to act as a system-level agent with screen-reading and cross-app coordination (e.g., extracting calendar data from email and suggesting actions), creating deeper device-level access that third-party apps may not match due to sandbox restrictions. Reports indicate the new AI features might be offered as built-in, possibly free with new iPhones, with a public reveal potentially at WWDC 2026. Separately, Apple is rumored to be developing an AI wearable — a clip-on device with two cameras and three microphones — which could arrive as early as the second half of the year. The news follows wider industry interest in AI hardware from companies like OpenAI. For traders: the story signals Apple doubling down on AI integration and hardware innovation, with notable commercial and competitive implications for platform control, privacy positioning, and subscription economics.
Neutral
This news is primarily a tech-platform and product development story rather than a direct crypto event. For cryptocurrency markets, the impact is likely neutral. Positive implications: Apple integrating advanced AI (via Gemini) and potentially offering it free could accelerate mainstream adoption of AI-enabled mobile features, indirectly supporting demand for on-chain services that interface with mobile wallets or AI-driven dApps. It may also boost investor sentiment toward tech equities and broader risk assets, which can sometimes correlate with crypto inflows. Negative implications are limited: increased platform control and stronger privacy/sandboxing by Apple could hinder third-party crypto apps that rely on deep system access, but this is a secondary effect.
Short-term: traders may see minimal direct price movement in major crypto assets since no protocol, token, or funding affecting crypto liquidity is announced. Any market reaction would likely come from broader tech sector moves rather than crypto fundamentals. Long-term: greater mobile AI integration and potential new form factors (AI wearables) could expand user bases for crypto-native products (payments, identity, or AI-driven trading tools), gradually supporting adoption. However, the licensing cost (~$1B/year) and Apple’s centralization of AI features reinforce platform concentration trends, which could limit decentralized alternatives. Overall, expect neutral immediate effect with modest long-term positive tailwinds for crypto adoption but also structural risks from platform gatekeeping.