Apple may not be leading on AI at the moment, but that has not stopped the tech giant from profiting off the mania around generative artificial intelligence apps. What's more, Apple's haul from AI apps is only expected to grow in 2026, as per a new analysis.
Apple collected $900 million in fees from generative AI apps in 2025, and is all set to increase its haul to over $1 billion in 2026
As per the data from AppMagic, Apple collected $900 million in fees from generative AI apps in 2025, with 75 percent of this haul coming from OpenAI's ChatGPT. Interestingly, xAI's Grok AI app only contributed around 5 percent to Apple's cumulative revenue haul from such apps.
What's more, as per the current trajectory, Apple is well on its way to earn over $1 billion in fees from generative AI apps in 2026, which speaks volumes as to its apex position as a gatekeeper of sorts for the broader app-based ecosystem. Do note that Apple typically collects as much as 30 percent of a given app's subscription-based revenue.
As a refresher, Apple intends to launch a revamped version of Siri this year, bringing the much-delayed in-app actions, personal context awareness, and on-screen awareness to its bespoke voice assistant, thereby enabling a wide variety of agentic actions across apps, based on personal data and on-screen content. This revamped Siri would be powered by a 1.2-trillion-parameter custom Gemini AI model, dubbed the Foundation Models version 10.
Even so, with next year's iOS 27 update, Apple is planning to launch a dedicated Siri chatbot that will run on Google's own TPUs and cloud infrastructure, but owned by Apple. The iPhone manufacturer insists that the arrangement would not result in a change in Apple's stringent privacy-related safeguards.
According to Bloomberg's Mark Gurman, the Siri chatbot will be baked into Apple's software rather than debuting as a standalone app, allowing it to search the web, generate content, including images, provide coding assistance, summarize and analyze information, as well as upload files.
It will be able to use personal data to complete tasks and sport a substantially improved search feature. Apple is also designing a feature that will let the Siri chatbot view open windows and on-screen content, as well as adjust device features and settings.
The chatbot Siri will reportedly leverage a much more advanced version of Google's Gemini model, known internally as Apple Foundation Models version 11. According to Gurman, "the model is expected to be competitive with Gemini 3 and significantly more capable" than the one supporting the revamped Siri.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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