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APPLE INTELLIGENCE
(Apple)

Apple AI was MIA at iPhone event

A year and a half into a bungled rollout of AI into Apple’s products, Apple Intelligence was barely mentioned at the “Awe Dropping” event.

Yesterdays Awe Dropping Apple launch event, which rolled out the refreshed iPhone, the new iPhone Air, and Apple Watch lineup, included plenty of the usual hallmarks of an slickly produced Apple launch. That included leaps in performance, increased “NITS,” and cool-sounding features like fusion cameras and vapor chambers.

But compared to last years iPhone 16 event, there was a whole lot less talk about Apples grand plan for AI: Apple Intelligence.

A lot has happened since then, so let’s review how we got here.

A Siri-ous stumble

First announced at Apples Worldwide Developer Conference (WWDC) in June 2024, the company showed some compelling demos of how an Apple Intelligence-enhanced Siri could dig through your apps to surface the information you needed — features that the company said would be rolled out over the next year.”

The plan showed generative-AI writing tools sprinkled throughout different apps, along with less useful features like an Image Playground and Genmoji. There was an integration with ChatGPT (which seemed a little tacked-on), and Apple promised that all of this AI would keep your information private. 

A few months later, in September 2024s Glowtime Apple event, it became clear that only some of these new features would be available when the iPhone 16 was released with iOS 18. In the following months, despite a huge amount of hype and marketing around Apple Intelligence, it failed to move phones.

In March 2025, in what may go down as one of the companys most consequential stumbles, Apple announced that it couldnt deliver on the most impressive AI features it promised in its launch event, such as the superpowered AI Siri. Apple spokesperson Jacqueline Roy told Daring Fireball: 

It’s going to take us longer than we thought to deliver on these features and we anticipate rolling them out in the coming year.

Apple watchers were hopeful that they would get an update on Apple Intelligence at Apples June 2025 WWDC, but it underwhelmed

Awe Drop

The video of this week’s event featured 11 mentions of Apple Intelligence, but execs made no mention of the missing features. The few mentions highlighted features that Apple had framed as part of Apple Intelligence. 

  • Live audio translation: The feature that might have the greatest impact on the most number of users came during the announcement of the AirPods 3 — live audio translation. Described as powered by Apple Intelligence, the feature stood out among the few mentions of AI during the event. The feature can show translated speech on the users phone or spoken into the users ear, and can be used for two people in a conversation.

  • Workout Buddy: A previously announced AI-powered feature that combines health and exercise data to feed the user encouraging prompts while working out was featured as part of the Apple Watch and the new AirPods Pro 3. 

Mostly, Apple Intelligence was mentioned in the context of iOS 26, due to launch later this month with modest AI features like translation, transcription, and summarization. 

So… whats the plan?

The whole Apple Intelligence fiasco appears to have been extremely chaotic for Apple.

Apple has lost some key AI leaders to Meta’s Superintelligence Labs, leadership of the AI team has been reshuffled, its reportedly considering using Gemini, Anthropic, or ChatGPT to power Siri, and there were even reports that the company might hit the reset button and just buy Mistral AI or Perplexity

Officially, Apple hasnt announced a date for delivering on its promised Siri upgrade, but Bloomberg reported that internally, Apple is targeting spring 2026 to roll out the improved voice assistant and advanced AI features as an incremental update to iOS 26.

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Oracle’s massive sales backlog is thanks to a $300 billion deal with OpenAI, WSJ reports

OpenAI has signed a massive deal to purchase $300 billion worth of cloud computing capacity from Oracle, according to a report from The Wall Street Journal.

The report notes that the five-year deal would be one of the largest cloud computing contracts ever signed, requiring 4.5 gigawatts of capacity.

The news is prompting shares to pare some of their massive gains, presumably because of concerns about counterparty and concentration risk.

Yesterday, Oracle shares skyrocketed as much as 30% in after-hours trading after the company forecast that it expects its cloud infrastructure business to see revenues climb to $144 billion by 2030.

Oracle shares were up as much as 43% on Wednesday.

It’s the second example in under a week of how much OpenAI’s cash burn and fundraising efforts are playing a starring role in the AI boom: the Financial Times reported that OpenAI is also the major new Broadcom customer that has placed $10 billion in orders.

Yesterday, Oracle shares skyrocketed as much as 30% in after-hours trading after the company forecast that it expects its cloud infrastructure business to see revenues climb to $144 billion by 2030.

Oracle shares were up as much as 43% on Wednesday.

It’s the second example in under a week of how much OpenAI’s cash burn and fundraising efforts are playing a starring role in the AI boom: the Financial Times reported that OpenAI is also the major new Broadcom customer that has placed $10 billion in orders.

Large companies have started to drop AI from their businesses

Census data shows drop in large companies using AI

AI appears to be everywhere, but that doesn’t mean big companies have fully embraced the use of the technology in their day-to-day business.

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Report: Microsoft adds Anthropic alongside OpenAI in Office 365, citing better performance

In a move that could test its fraught $13 billion partnership, Microsoft is moving away from relying solely on OpenAI to power its AI features in Office 365 and will now also include Anthropic’s Claude Sonnet 4 model, according to a report from The Information.

The move is a tectonic shift that boosts Anthropic’s standing, heightens risks for OpenAI, and has huge ramifications for the balance of power in the fast-moving AI field.

Per the report, Microsoft executives found that Anthropic’s AI outperformed OpenAI’s on tasks involving spreadsheets and generating PowerPoint slide decks, both crucial parts of Microsoft’s Office 365 productivity suite.

Microsoft will have to pay the competition to provide the services —Amazon Web Services currently hosts Anthropic’s models while Microsoft’s Azure cloud service does not, The Information reported.

OpenAI is also reportedly working on its own productivity suite of apps.

The move is a tectonic shift that boosts Anthropic’s standing, heightens risks for OpenAI, and has huge ramifications for the balance of power in the fast-moving AI field.

Per the report, Microsoft executives found that Anthropic’s AI outperformed OpenAI’s on tasks involving spreadsheets and generating PowerPoint slide decks, both crucial parts of Microsoft’s Office 365 productivity suite.

Microsoft will have to pay the competition to provide the services —Amazon Web Services currently hosts Anthropic’s models while Microsoft’s Azure cloud service does not, The Information reported.

OpenAI is also reportedly working on its own productivity suite of apps.

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Apple announces extra slim iPhone Air, iPhone Pro with longer battery life, updated AirPods Pro 3 with live language translation, and refreshed Apple Watch line

At todays Awe Dropping Apple event, the company announced its yearly refresh of the iPhone lineup. The new iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max were joined by a brand-new addition: the iPhone Air, a superthin model with tougher glass and faster processors.

Apple shares dipped on news of the product releases and are down about 1.4% on the day in afternoon trading.

The company also announced an updated Apple Watch line — Series 11, SE3, and Ultra 3 — with new features like 5G, high blood pressure detection, 24-hour battery life, and satellite communication. 

Apple iPhone 17
Apple’s iPhone 17 (Apple)

Here’s a breakdown of the new products Apple announced:

  • The ultrathin iPhone Air was described by Apple as “a paradox you have to hold to believe.” The sleek 5.6-millimeter-thin iPhone features a crack- and scratch-resistant front and back and “Macbook Pro levels of compute,” which you can pair with a weird $59 cross-body strap. It starts at $999.

  • The iPhone 17 has a faster A19 chip, an improved smart selfie camera, and a higher-resolution screen. It starts at $799.

  • The iPhone 17 Pro has a new design, ever-faster A19 Pro chip, a tougher ceramic shield on the front and back, better cameras, and a bigger battery that gets an extra 10 hours of video playback compared to its predecessor. It costs $100 more than the previous generation, but the minimum storage has doubled to 256 gigabytes. It starts at $1,099.

  • The iPhone 17 Pro Max starts at $1,199.

  • The AirPods Pro 3 have AI-powered live translation, a new heart rate sensor, eight hours of battery life, and improved active noise cancellation. The new AirPods can also track workouts, and Apple says they are built to fit more people’s ears with a new design and foam ear tips. They start at $249.

  • The Apple Watch Series 11 has 5G, a new high blood pressure detection feature, improved sleep tracking, a more scratch-resistant face, and 24 hours of battery life.

  • The entry-level Apple Watch SE 3 gets 5G, new health-tracking features, and an always-on display. It starts at $249.

  • The chunky Apple Watch Ultra 3 has an impressive 42-hour battery life, satellite communications for emergencies, and a brighter and bigger display. It starts at $799.

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