Apple is way behind in AI—and still making a fortune from it

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illuminem summarises for you the essential news of the day. Read the full piece on The Wall Street Journal or enjoy below: 

🗞️ Driving the news: Apple is lagging behind rivals in AI development, yet is still set to generate over $1 billion in AI-related revenue in 2026, largely through its App Store ecosystem

🔭 The context: While competitors like OpenAI, Google, and Anthropic lead in advanced AI models, Apple benefits from its control over hardware and distribution, especially iPhones, which remain a primary gateway for AI apps like ChatGPT and others

🌍 Why it matters for the planet: The rapid expansion of AI, regardless of who leads, drives growing energy demand from data centers and digital infrastructure, increasing the tech sector’s carbon footprint unless matched by renewable energy and efficiency gains

⏭️ What’s next: Apple is expected to refine its AI strategy while continuing to profit from its platform advantage, even as pressure builds to compete more directly in AI development

💬 One quote: “Apple does have what other AI players don’t: a dominant position making devices.” - Rolfe Winkler and Nate Rattner

📈 One stat: Apple’s AI-related revenue is projected to exceed $1 billion in 2026, fueled largely by commissions from AI apps

See on illuminem's Data Hub™ the sustainability performance of Apple, and its peers like Google, and Anthropic

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