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On-Device AI and Siri Foundation Models Could Reshape Apple’s Next Era

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Perspective on Apple’s results balances an upbeat view of on-device AI and new foundation models for Siri with worries about a rumored all-glass iPhone cancellation and “mem-flation” tied to DRAM costs. Potential price hikes could delay upgrades, but incremental AI value and security gains may outweigh costs, especially as John Ternus begins his tenure.

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