Prediction markets on Manifold show high consensus that Apple will release an AI chip for iPhones in 2026 (77% YES) and...

Prediction markets on Manifold show high consensus that Apple will release an AI chip for iPhones in 2026 (77% YES) and announce a major AI model partnership (e.g., OpenAI, Google, or Anthropic) at WWDC 2026 (99% YES) [source 1][source 2]. While these are speculative, the near-certainty of a partnership suggests Apple is serious about on-device AI, which would likely involve custom silicon (TSMC as foundry) and partner with AI model providers like Google. The AI chip move would strengthen Apple's edge AI positioning and potentially reduce reliance on external GPU suppliers. The partnership could accelerate AI feature adoption. However, these are prediction market probabilities, not official announcements, warranting low confidence. If realized, the chip would be a design win for TSMC and a shift in AI hardware competition.