Apple (AAPL) Plans Major AI Shift that Could End ChatGPT’s Exclusive Role

Tech giant Apple (AAPL) is preparing to give users more control over which AI models they can use on its devices, according to Bloomberg. Starting with iOS 27, iPadOS 27, and macOS 27 this fall, users will be able to choose from third-party AI services for tasks such as writing, image creation and editing, and Siri-related requests. Right now, Apple Intelligence only offers OpenAI’s ChatGPT as the third-party option inside tools like Siri, Writing Tools, and Image Playground. However, Apple’s overall goal appears to be to turn the iPhone, iPad, and Mac into AI platforms where users can choose the model they prefer.

The new system, reportedly called “Extensions” in iOS 27, would let users connect to supported AI apps through the Settings app. Apple has already been testing integrations with Google (GOOGL) and Anthropic while keeping its in-house AI models available. Apple is also expected to warn users that it is not responsible for content generated by third-party models and to create a dedicated App Store section for compatible AI apps.

This move could help Apple catch up in AI without needing to build every leading model itself. Instead, it can use its massive device base to become the place where users access many different AI tools. That would likely benefit companies like Google and Anthropic, but it could be a setback for OpenAI, which has had exclusive third-party status on Apple Intelligence so far. Apple is also planning a Siri upgrade that includes a standalone Siri app, camera-based Siri features, AI photo-editing tools, custom Wallet passes, and the ability to use different Siri voices.

Is Apple a Buy or Sell Right Now?

Turning to Wall Street, analysts have a Moderate Buy consensus rating on AAPL stock based on 17 Buys, 10 Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the average AAPL price target of $312.60 per share implies 10% upside potential.