The Short Version
Bloomberg reports iOS 27, iPadOS 27, and macOS 27 will let users set Google Gemini or Anthropic Claude as default AI tools, with Apple signing a deal to add Gemini alongside existing ChatGPT support.
Apple is turning the iPhone into an AI-agnostic platform where users choose their own intelligence layer, and that is a fundamental architectural shift. Apple Intelligence becomes one option among many, not the default brain of the device. The stock market understood this before most tech commentators did. Apple wins by owning the platform, not the model.