Apple·
Tim Cook says heavy Siri AI users may buy more compute on iCloud+. The plan isn't finished
On his final earnings call, Tim Cook said Apple will offer Siri AI upgrades through iCloud+ for heavy users. No price and no tier have been announced.
Topic
Apple's AI pivot
Apple spent 14 years compounding a lead in consumer hardware and most of 2024 and 2025 falling behind on AI. The response, playing out right now, is a leadership handoff (John Ternus taking over September 1), a retraining program for ~200 Siri engineers, a $1B/year Gemini licensing deal, and a product roadmap (iPhone 18 Pro, N50 glasses, foldable iPhone) that has to ship on time to matter. We track the pieces and whether they add up before WWDC 2026.
24 articles in this topic
Apple·
Apple considered camera-free smart glasses ahead of a planned WWDC 2027 debut
Bloomberg's Mark Gurman reports Apple is aiming for a WWDC 2027 reveal of its first smart glasses, with privacy features and even a camera-free build under discussion.
Apple·
Apple's new Klarna-backed lease covers almost every device. The cheapest ones are excluded
Apple will reportedly launch 'Apple Upgrade' on July 28, a Klarna-backed lease-to-own plan for iPhone, iPad, Mac and Watch. The catch: entry-level models are excluded.
Security·
World Leaks stole 630GB from Tata Electronics and leaked Apple's iPhone 18 Pro files
World Leaks stole roughly 630GB from Apple assembly partner Tata Electronics and dumped iPhone 18 Pro supply-chain files online. India opened a criminal probe.
Apple·
iPhone 18 Pro: a thicker camera, a bigger battery, and a Face ID gamble
The latest iPhone 18 Pro leaks point to a fatter rear camera, a wider A20 Pro memory bus, under-display Face ID, and a battery jump that may be smaller than the hype.
Hardware·
DRAM and storage chips quadrupled in a year. Now Apple says price hikes are unavoidable.
Tim Cook told the WSJ that Apple price rises are unavoidable as an AI-driven memory crunch quadruples DRAM and NAND costs across every consumer device.
Hardware·
Snap's $2,195 Specs are real standalone AR glasses almost no one can afford
Snap shipped Specs, standalone AR glasses that Evan Spiegel calls the next computer. The hardware is real; the $2,195 price is the problem, and the stock fell.
Apple·
Apple's foldable iPhone was stalling on its hinge. New leaked cases say it's back on for September.
Leaked case renders and design mockups put the foldable iPhone Ultra back on a September track, with a near-creaseless screen, dual rear cameras, and a possible white-only finish.
Apple·
Apple rebuilt Siri on Google's Gemini and is paying $1 billion a year for it
At WWDC 2026 Apple shipped Siri AI, rebuilt on a custom Google Gemini model running on its own servers. Here are the catches behind the demo.
Apple·
iOS 27's first leaked renders: a rebuilt Siri chatbot, days before WWDC
Bloomberg's Mark Gurman published the first iOS 27 renders 11 days before WWDC, showing a rebuilt Siri, a pro Camera mode, and new Photos AI. Apple hasn't confirmed any of it.
Apple·
Apple solved the iPhone Fold crease. The hinge is what's stalling production.
Trial production of Apple's foldable iPhone hit a wall on hinge durability. The crease problem is over; the rattle isn't.
Apple·
Apple delayed its camera AirPods because Siri wasn't ready. Gurman says they're back in late testing.
Bloomberg reports Apple's infrared-camera AirPods have reached advanced testing. The earbuds feed visual context to Siri but can't take photos or video.
Apple·
Apple is turning iOS 27 into an AI model marketplace. ChatGPT loses its exclusive slot.
Bloomberg reports Apple will let users choose Gemini, Claude, or ChatGPT across Siri, Writing Tools, and Image Playground via a new Extensions framework this fall.
Apple·
Apple will pay $250M for the Siri features it promised at WWDC 2024 and never shipped
Apple agreed to a $250M class-action settlement over the personalized Siri features it advertised with the iPhone 16. iPhone 15 Pro and 16 owners get $25–$95 per device.
Apple·
Intel jumped 13% on a Bloomberg report that Apple is talking to its old chip supplier again
Bloomberg says Apple is in early-stage talks with Intel and Samsung Foundry to build base M-series chips in the US starting 2027. Intel closed at a record $543B market cap.
Apple·
Apple dropped its 7-year 'net cash neutral' policy. Ternus is freeing up the balance sheet for AI.
Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.
Apple·
Apple booked $111.2B in Q2 with Ternus on the call. Cook warned about RAMageddon.
Apple posted record Q2 revenue of $111.2B (up 17%). John Ternus joined his first earnings call as named CEO. Cook warned AI memory costs will hit Apple's June quarter.
Apple·
Google's Cloud chief just confirmed the deal: Gemini will power the new Siri this year
At Cloud Next 2026, Thomas Kurian named Apple as a customer and Gemini as the engine behind 'a more personalized Siri coming later this year.' Apple has stayed silent.
Apple·
Tim Cook is stepping down. John Ternus is Apple's next CEO, effective September 1.
Apple confirmed John Ternus will become CEO on September 1, 2026. Tim Cook moves to executive chairman after 15 years running the company.
Apple·
The iPhone 18 Pro's Dynamic Island is shrinking 35%. One Face ID sensor goes under the display.
Leaked prototype images and screen protectors point to a smaller Dynamic Island on the iPhone 18 Pro. Only the flood illuminator moves beneath the OLED, not all of Face ID.
Apple·
Apple's smart glasses are up to four frame styles in testing, Gurman reports
Mark Gurman's Sunday newsletter says Apple is testing at least four acetate frame styles for its N50 smart glasses, plus three colors and a vertical camera array.
Apple·
Foldable iPhone: final renders leak as Nikkei warns of 2027 delay
Jon Prosser posted what he calls the final foldable iPhone design. Hours later, Nikkei reported Apple's hitting hinge and display snags that could push launch into 2027.
Apple·
Apple is sending 200 Siri engineers to an AI coding bootcamp. That tells you everything.
A report from The Information reveals Apple is retraining Siri staff on AI tools like Claude Code. With WWDC two months away, Apple's AI gap has never been more visible.
Apple·
Amazon is buying Globalstar for $11.57B, and Apple just re-signed the satellite deal
Amazon's Leo constellation just swallowed the satellite provider behind iPhone Emergency SOS. Apple signed a new deal on the same day keeping every satellite feature running.