Apple may paywall Siri AI via iCloud+ — SkimNews

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- Tim Cook said Apple is considering offering upgraded compute access for Siri AI through iCloud+ subscriptions, allowing power users to 'buy up the stack' for heavier usage, though plans are not finalized.
- Apple is preparing to roll out its enhanced Siri AI broadly this fall, following its inclusion in the iOS 27 beta, amid growing pressure from competitors with more advanced AI assistants.
- Apple has fallen behind in AI development, resorting to licensing a custom Gemini model from Google to augment Siri, highlighting delays that led to a $250 million settlement over iPhone 16 AI marketing claims.
- Apple raised Mac and iPad prices last month due to rising hardware costs from an AI-driven RAM shortage, though iPhone pricing remains unchanged despite industry-wide supply pressures.
Why it matters: Apple risks alienating users accustomed to free, unlimited Siri access while trying to monetize AI compute at a time when rivals already offer tiered models. The $250 million lawsuit settlement and reliance on Google’s tech reveal costly delays that make timely, competitive rollout more urgent.
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