Prediction markets on Manifold indicate a 77% probability that Apple will release an AI chip for iPhones in 2026...

Prediction markets on Manifold indicate a 77% probability that Apple will release an AI chip for iPhones in 2026 (source 1), and an 80% probability of announcing a major AI model partnership (e.g., OpenAI, Google, Anthropic) at WWDC 2026 (source 3). These forecasts, while speculative, signal that Apple is accelerating its on-device AI strategy. If Apple produces its own AI silicon, it could reduce dependency on external suppliers for inference chips, impacting companies like NVDA and AMD. However, TSM may benefit as the likely manufacturer. The shift aligns with Apple's historical vertical integration and suggests a meaningful move into AI hardware for edge devices. Confidence is low due to reliance on prediction market odds rather than official confirmation.