Apple's trade-secrets lawsuit against OpenAI, alleging its hardware chief directed former Apple staff to bring 'actual parts' to interviews, has already cut Wall Street's odds of a 2026 OpenAI IPO from roughly 22% to 18.5%.
Jul 17, 2026San Francisco's city attorney ordered Apple and Google to remove AI 'nudify' apps that generate non-consensual deepfake nudes, saying both companies have earned millions in fees from services that exploit women and girls.
Jul 17, 2026Apple and Nvidia are trading blows for the title of world's most valuable public company, a symbolic marker of how completely AI-driven chip demand has reshaped the market-cap hierarchy that Apple's iPhone business once dominated alone.
Jul 17, 2026Alibaba and Baidu shares rose sharply in Hong Kong trading on reports that Apple is partnering with Chinese AI providers to power AI features for iPhones sold in China.
Jul 16, 2026TSMC will invest an additional $100 billion in its Arizona chip fabs after quarterly profit jumped 77%, deepening the US buildout underpinning Nvidia, Apple and AMD's leading-edge chip supply.
Jul 16, 2026Apple is in talks with PrismML, a startup that compresses large AI models to run natively on-device, to bring shrunk models to the iPhone.
Jul 14, 2026Apple sued OpenAI and two former Apple hardware engineers now working there, alleging a systematic campaign to steal confidential iPhone and Apple Watch design secrets to build OpenAI's own consumer AI hardware.
Jul 10, 2026Broadcom and Apple agreed on July 7 to extend their custom-silicon partnership through 2031, deepening a relationship that dates to the late 2000s as Broadcom's ASIC business increasingly threatens Nvidia elsewhere.
Jul 7, 2026OpenAI is teasing new hardware built around Codex, its AI coding agent, signaling ambitions to move beyond software and into purpose-built devices for developers. The hints fold into OpenAI's broader hardware push -- the secretive 'io' effort it built with former Apple design chief Jony Ive -- and suggest the company sees agentic coding as a flagship use case worth its own physical form factor.
Jun 29, 2026Apple is reportedly lobbying US agencies for permission to buy DRAM from ChangXin Memory Technologies (CXMT), a Chinese supplier on the US Entity List, as a brutal memory shortage drives up component costs. DRAM prices jumped roughly 98% in Q1 2026 and are projected to climb another 58-63% this quarter, the spillover from every major fab rerouting capacity to the high-bandwidth memory that feeds AI accelerators. Apple has already raised prices on Macs, iPads and home devices.
Jun 28, 2026Paul Meade, the Apple vice president who led Vision Pro development and the company's still-unreleased AI smart glasses, is reportedly leaving to join OpenAI's hardware division. The departure follows a reorganization under new Apple CEO John Ternus that left some hardware VPs feeling sidelined, and it hands OpenAI -- already building an AI device with former Apple design chief Jony Ive -- another senior Apple hardware leader.
Jun 27, 2026Apple is previewing a slate of practical, on-device AI features in iOS 27 that go well beyond its long-delayed Siri overhaul, per TechCrunch. The emphasis on concrete, everyday utility -- rather than a single flashy assistant -- signals Apple's bid to make AI feel useful and trustworthy to a billion-plus users.
Jun 21, 2026Tim Cook told the Wall Street Journal that Apple can no longer fully absorb surging memory and chip costs, calling the AI-driven shortage a 'hundred-year flood' and price increases 'unavoidable.' DRAM and high-bandwidth memory have been gobbled up by AI data centers, leaving consumer-device makers paying multiples of last year's prices.
Jun 17, 2026Strip away the WWDC theater and this is a landmark commercial deal: Apple pays Google an estimated $3B+ annually to run Gemini behind Siri. It's the inverse of the search-default arrangement, and it sets the template for how non-lab giants will buy AI -- rent the frontier, own the distribution. Every enterprise procurement team should study the structure.
Jun 9, 2026Apple conceded the foundation model race and chose to be a distribution layer instead, embedding Google Gemini into Siri across 2B+ devices. Google wins the platform war without building hardware, while every startup building an "AI assistant" layer just got commoditized.
Jun 9, 2026