Three Manifold prediction markets as of 2026-06-11 indicate strong market anticipation of Apple's AI moves.

Three Manifold prediction markets as of 2026-06-11 indicate strong market anticipation of Apple's AI moves. The market 'Will Apple release an AI chip for iPhones in 2026?' shows 77% probability (source: Manifold). Another market on a major AI model partnership (OpenAI, Google, or Anthropic) at WWDC 2026 shows 99% probability (source: Manifold). A third market assessing a broad tech crash is low (24%), reinforcing focus on Apple-specific outcomes (source: Manifold). While prediction markets are not official announcements, the high probabilities suggest informed optimism about Apple's custom AI silicon and ecosystem partnerships, which would benefit foundry partner TSM and potential model partner Google (GOOGL). These developments could enhance Apple's competitive position in edge AI and reduce reliance on external GPUs, aligning with the AI-infra thesis. The near-term catalyst is the imminent WWDC 2026, where the partnership could be announced.