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.
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