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Tim Cook Says On-Device AI Gives Apple A Competitive Edge Ahead Of Siri Upgrade

by THEFUTURE.TEAM

July 31, 2026

Apple Chief Executive Tim Cook said the company sees “enormous opportunities” in artificial intelligence despite spending less on infrastructure than some of its largest technology rivals.

Speaking after Apple’s quarterly earnings, Cook said the company’s AI strategy relies on a hybrid model that processes some requests directly on iPhones and Macs rather than entirely through cloud infrastructure. Shares came under pressure following the results amid concerns over supply constraints and the company’s outlook.

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Device-Based AI Differentiates Strategy

Cook said Apple’s ability to process certain AI requests on-device provides a competitive advantage.

“The ability to run some percentage of requests on device is also very strategic and sort of a competitive weapon,”
he said.

The approach differs from that of Microsoft, Alphabet, Amazon and Meta, which have committed billions of dollars to expanding AI infrastructure and data centres. Apple reported capital expenditure of $2.46 billion in the June quarter, below the StreetAccount estimate of $3.44 billion. Cook said operating expenses are increasing and the company continues to invest in AI.

Focus On Privacy And Efficiency

Apple said many Apple Intelligence features are designed to run on users’ devices rather than remote servers. Cook cited Disney as an example of a company using Macs for on-device AI workflows, saying the approach helps reduce cloud token costs while protecting intellectual property.

Siri Rollout Will Test Hybrid Model

Apple plans to introduce an upgraded Siri this fall using the iPhone’s processor to interpret requests and determine which on-device model should handle them.

The company said more complex requests, including some image-generation tasks, will continue to rely on cloud infrastructure. Apple has previously said those workloads use Google Cloud infrastructure powered by Nvidia graphics processors and Intel central processors.

Apple Eyes AI Revenue Through Services

Cook said Apple has not yet finalised plans to charge customers directly for AI features but sees opportunities to expand iCloud+ subscriptions.

“We do believe there will be people that want to use it a lot, and so we will have some kind of upgrade possibilities on iCloud+,”
he said.

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Google Says AI Has Accelerated Chrome Security Patching To Record Levels

Google said its internal AI tools helped identify and fix more security vulnerabilities in the last two Chrome releases than the company patched across the previous two years combined.

In a post published Thursday on its security blog, Google said it fixed 1,072 security bugs in Chrome versions 149 and 150, both released in June. That compares with 1,036 vulnerabilities fixed across the previous 23 Chrome releases.

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Google Expands AI Use In Security

Google outlined its approach in a white paper describing how it uses AI models to identify vulnerabilities and accelerate remediation. The report includes a chart showing a sharp increase in the number of bugs fixed in recent Chrome releases.

The company refers to each Chrome release as a “milestone.” Chrome version 126 was released in June 2024, while versions 149 and 150 shipped last month.

Company Says AI Speeds Vulnerability Detection

Doug Turner, Chrome’s director of engineering, said large language models have “fundamentally shifted the economics of cybersecurity” by automating vulnerability discovery.

“By applying models like Gemini, we are preemptively fixing vulnerabilities, outpacing our adversaries and making Chrome safer with every update,” Turner said.

Microsoft Also Reports More Security Fixes

Google is not the only technology company reporting higher numbers of security patches alongside broader AI adoption. Earlier this month, Microsoft said it fixed a record 570 vulnerabilities during its monthly Patch Tuesday release and cited its use of AI as one factor behind the increase.

Apple has not reported a comparable increase. According to an independent vulnerability tracker, the company has fixed 482 security flaws in 2026 so far, a total broadly in line with previous years.