Apple Inc. (AAPL.US) may have selected Alphabet Inc. (GOOGL.US) to help power the next generation of its Siri voice assistant, while negotiations with Anthropic for Siri's intelligent upgrade have reportedly collapsed. In the latter half of 2025, Apple adjusted the underlying strategic layout of its Apple Intelligence initiative. According to an official statement from January 2026, Apple has entered into a multi-year, in-depth cooperation agreement with Google. The core semantic understanding and multimodal interaction capabilities of the new Siri will be driven by the Gemini model. Market analysis indicates that Google's annualized quote of approximately $1 billion offers better cost-effectiveness. Google's mature cloud infrastructure is better equipped to support the concurrent demands of iOS users globally. In contrast, Apple had also held discussions with both Anthropic and OpenAI regarding assistance in operating Siri and handling some Apple Intelligence functions. However, Anthropic, the developer of the popular Claude series of AI models, sought compensation described as "billions of dollars annually for multiple years," the report added. Apple ultimately deemed the terms insufficiently favorable and suspended negotiations with Anthropic. The breakdown of these talks also highlights the pressure on AI unicorns to balance their valuations with revenue generation. Despite losing this key consumer-end hardware order from Apple, Anthropic maintains confidence in the capital markets, supported by its 32% market share in the enterprise sector. Anthropic is currently actively preparing for its planned Initial Public Offering (IPO) in 2026, with its private market valuation rumored to have soared to $350 billion. For Anthropic, future growth momentum will rely more heavily on its deep cultivation within B2B vertical sectors, rather than solely on consumer hardware bundling. Furthermore, the new Siri powered by Gemini technology is confirmed for launch in February 2026 with the iOS 26.4 update, marking Apple's initial completion of its AI ecosystem. This shift in partnership alters the balance of power within the Silicon Valley AI landscape. Earlier this month, reports suggested that OpenAI, the developer of ChatGPT, had "intentionally decided" to withdraw from the aforementioned partnership talks, as it increasingly views Apple as a competitor.