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Apple Maps, Google Maps, Uber and other Apps on iPhone screen
Travel apps Google Maps, Apple Maps, and Uber on the screen of an iPhone (Getty Images)
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Apple is planning to put advertising in the Maps app by 2026

Boosting its Services division with a few extra ad dollars sounds nice — but it could drive users away.

Millie Giles

Apple is well known for its iconic ads. Now, the same thing that attracted many to the company in the first place could be what deters them from its products. According to a report from Bloomberg’s Mark Gurman published on Sunday, Apple is moving ahead with plans to put ads in its Maps app.

Like features already incorporated into rival Google Maps and other navigation services, Apple plans to sell prominent space within the app’s search results to restaurants and other businesses. Per Gurman, this will be similar to search ads in the App Store, where developers can buy promoted slots for their software based on queries. Apple also intends to employ AI for its sponsored Maps suggestions to ensure “relevant and useful” results.

Think similar

After years of eschewing ads within its offerings, Apple seems increasingly enamored by in-app marketing — perhaps as a way to bolster its all-important Services division, which keeps the Apple machine ticking along between iPhone purchases. Last year, the segment brought in ~$96 billion in revenue, roughly a quarter of the company’s total.

Apple Services
Sherwood News

Home to the App Store, Apple Music, Apple TV+, iCloud, advertising, and more, Apple’s Services revenue has grown fivefold in the past decade alone. Meanwhile, per eMarketer’s estimates, Apple’s ad revenue totaled $6.5 billion last year, or 7% of its Services total.

Though Apple has historically played down its desire to move further into the ad space, in part due to its privacy-conscious data collection terms, “Apple Ads” may now be too fruitful an option for the company not to squeeze for juice (à la Walmart and Amazon), with advertising typically carrying very healthy profit margins.

Still, Apple could face a backlash if it plugs promos too strongly: users have fought against ads featuring in iOS settings; in June, many iPhone customers bemoaned Apple Wallet putting out a push notification to promote “F1: The Movie”; and we all remember that U2 album.

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Google’s YouTube maintains its top spot as streaming accounts for nearly half of all TV-watching time

People spent a record 47.5% of their TV-watching time on streaming platforms in December, according to new data from Nielsen, up from the previous record of 47.3% in July. Google’s YouTube once again was the most popular streaming service by time spent, but Netflix’s share inched slightly upward to 9% from 8.8% in July, while YouTube’s fell to 12.7% from 13.4%. The jump was largely thanks to Stranger Things, which was the most watched streaming title last month.

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Amazon CEO says tariffs are inflating prices and buyers are looking for bargains

While the legality of President Trump’s tariffs winds its way through the courts, their effects are beginning to show up in prices.

During an interview at the World Economic Forum in Davos, Switzerland, Amazon CEO Andy Jassy said he is starting to see tariffs “creep into” pricing, as some sellers are “passing on those higher costs to consumers in the form of higher prices.”

Jassy said that while consumers are still spending, they are becoming more price conscious.

“I think that wherever they can, they are trying to trade down in price — they are looking for bargains wherever they can find bargains,” he said. “I see people a little more hesitant on higher-priced discretionary items.”

Trump has maintained that other countries are footing the bill for his tariffs. But new research suggests Americans will ultimately be the ones paying those higher prices.

Jassy said that while consumers are still spending, they are becoming more price conscious.

“I think that wherever they can, they are trying to trade down in price — they are looking for bargains wherever they can find bargains,” he said. “I see people a little more hesitant on higher-priced discretionary items.”

Trump has maintained that other countries are footing the bill for his tariffs. But new research suggests Americans will ultimately be the ones paying those higher prices.

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Musk: Tesla restarting Dojo supercomputer effort as “AI5 chip design is in good shape”

Tesla CEO Elon Musk said in a post on X over the weekend that the company plans to restart work on its Dojo supercomputer, dubbed Dojo3, saying that the AI5 chip the company had been developing is in “good shape.”

The Dojo supercomputer trains Tesla’s AI models, including the one behind its all-important Full Self-Driving tech. The company stopped work on Dojo in August. “It doesn’t make sense for Tesla to divide its resources and scale two quite different AI chip designs,” Musk said at the time. “The Tesla AI5, AI6 and subsequent chips will be excellent for inference and at least pretty good for training.”

“Pretty good” appears to be good enough.

In the interim, Tesla relied more on companies like Nvidia and Advanced Micro Devices for AI training. Restarting Dojo suggests Tesla plans to bring at least some AI training back in-house.

Musk also runs AI company xAI, which has its own supercomputer and a substantial business relationship with Tesla. A plurality of Tesla shareholders recently voted in favor of investing in Musk’s AI company, but the board declined to approve the measure because of a large number of abstentions.

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Jon Keegan

EPA: xAI’s Colossus data center illegally used gas turbines without permits

The Environmental Protection Agency has ruled that xAI violated the law when it used dozens of portable gas generators for its Colossus 1 data center without air quality permits.

When xAI set out to build Colossus 1 in Memphis, Tennessee, CEO Elon Musk wanted to move with unprecedented speed, avoiding all of the red tape that could slow such a big project down.

To power the 1-gigawatt data center, Musk took advantage of a local loophole that allowed portable gas generators to be used without any permits, as long as they did not spend more than 364 days in the same spot. That allowed xAI to bring in dozens of truck-sized gas generators to quickly supply the massive amount of power the data center needed to train xAI’s Grok model.

The new EPA rule says the use of such portable generators falls under federal regulation, and the company did need air quality permits to operate the turbines. xAI is also using dozens of such generators to power its Colossus 2 data center just over the border in Alabama.

To power the 1-gigawatt data center, Musk took advantage of a local loophole that allowed portable gas generators to be used without any permits, as long as they did not spend more than 364 days in the same spot. That allowed xAI to bring in dozens of truck-sized gas generators to quickly supply the massive amount of power the data center needed to train xAI’s Grok model.

The new EPA rule says the use of such portable generators falls under federal regulation, and the company did need air quality permits to operate the turbines. xAI is also using dozens of such generators to power its Colossus 2 data center just over the border in Alabama.

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