Antitrust probe is a key risk for Apple’s AI ambition

Significance

Apple’s prospects of being a long-term winner in AI will depend on continuing dominant positions in the device and app distribution layers of the technology stack.

Impacts

• The convergence of Apple’s operating systems for personal computers, tablets and smartphones will accelerate.
• By making iOS its AI platform, much processing will be done locally, minimising cloud computing costs.
• Apple Intelligence will be available only in US English versions of iOS for an indeterminate period, implying caution towards EU markets.