Apple-OpenAI tensions could end in a legal battle

Watch on YouTube ↗  |  May 15, 2026 at 16:47  |  3:07  |  CNBC
Speakers
Kate Rooney — Technology Reporter

Summary

CNBC's Kate Rooney reports on the cooling relationship between Apple and OpenAI, with OpenAI considering legal action over Apple's under-delivery on the Siri AI integration. OpenAI is pivoting toward enterprise and deepening its partnership with Amazon, including a $50 billion investment and compute deal. The report also mentions OpenAI's secret hardware project with Jony Ive and Amazon's Alexa revamp with ChatGPT.

  • OpenAI is considering legal action against Apple for breach of contract over the Siri AI partnership.
  • Apple has been testing AI models from rivals Anthropic and Google's Gemini for Siri.
  • OpenAI's priorities have shifted toward enterprise, making AWS more strategically important.
  • Amazon has invested up to $50 billion in OpenAI and is providing compute resources.
  • OpenAI's partnership with Amazon could help revamp Alexa with ChatGPT capabilities.
  • OpenAI is building its own devices and hired former iPhone designer Jony Ive.
  • The report highlights the changing competitive dynamics between Apple, OpenAI, and Amazon.
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