Overview
- AppMagic data show Apple’s fees from generative‑AI apps climbed from about $35 million in January 2025 to $101 million in August, totaling roughly $900 million for the year and putting 2026 on pace to surpass $1 billion.
- About 75% of Apple’s 2025 AI‑app take came from OpenAI’s ChatGPT, with xAI’s Grok near 5%, highlighting heavy dependence on a small number of apps.
- Apple captures this revenue through App Store commissions that are typically around 30% in the first subscription year and 15% thereafter for in‑app sign‑ups.
- Apple continues to prioritize on‑device intelligence and lower AI outlays, with estimated spending of roughly $2–$4 billion annually since 2020 versus rivals investing tens of billions in data centers and chips.
- A revamped Siri powered by Google’s Gemini is expected this year, with Bloomberg previously reporting the licensing could be about $1 billion annually.