Apple is increasingly expected to enter the edge AI chip market for iPhones, according to prediction market Manifold...

Apple is increasingly expected to enter the edge AI chip market for iPhones, according to prediction market Manifold (source: Will Apple release an AI chip for iPhones in 2026? at 77.34% YES). This sentiment is reinforced by a related market on the first $10T company (source: Will the first $10 Trillion dollar company be Apple OR Microsoft OR Nvidia? at 78.47% for Apple). While purely speculative, these consensus probabilities indicate growing bullishness on Apple's AI silicon plans. If confirmed, Apple's custom chip would likely be manufactured by TSMC (spillover TSM) and compete with Nvidia's edge AI offerings (spillover NVDA). The potential launch window is late 2026, aligning with iPhone cycles. However, no official announcement exists, so confidence is low.