Apple's long-standing dominance over its electronics supply chain is eroding as AI companies outbid the iPhone maker for critical components like chips, memory and specialized glass fiber, giving suppliers the leverage to demand that Apple pay more. CEO Tim Cook acknowledged the pressure during a Thursday earnings call, noting constraints in chip supplies and significant increases in memory prices. Nvidia has overtaken Apple as TSMC's largest customer, CEO Jensen Huang said on a podcast; Apple had held that position by a wide margin for years. DRAM prices are set to quadruple from 2023 levels by year-end and NAND prices will more than triple, according to TechInsights. The firm estimates Apple could pay $57 more for memory in the base iPhone 18 due this fall compared to the base iPhone 17 currently on sale -- a significant hit on a device that retails for $799.

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Apple "runs on Anthropic at this point" and that the AI company is powering much of what Apple does internally for product development and internal tools, according to Mark Gurman, the most influential reporter on the Apple beat. Apple had initially pursued an AI deal with Anthropic before the Google partnership came together, but negotiations fell apart over pricing -- Anthropic reportedly wanted several billion dollars per year and a doubling of fees over time. Apple's deal with Google is costing roughly one billion dollars annually.

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Apple has launched a new AirTag 2 that features improved range, a speaker that's 50% louder, and expanded Apple Watch-based tracking. Pricing stays the same at $29 (or $99 for four). 9to5Mac reports: The new AirTag comes with an upgraded second-generation Ultra Wideband chip for improved range, including when using Precision Finding. From Apple Newsroom: "Apple's second-generation Ultra Wideband chip -- the same chip found in the iPhone 17 lineup, iPhone Air, Apple Watch Ultra 3, and Apple Watch Series 11 -- powers the new AirTag, making it easier to locate than ever before. Using haptic, visual, and audio feedback, Precision Finding guides users to their lost items from up to 50 percent farther away than the previous generation. And an upgraded Bluetooth chip expands the range at which items can be located. For the first time, users can use Precision Finding on Apple Watch Series 9 or later, or Apple Watch Ultra 2 or later, to find their AirTag, bringing a powerful experience to the wrist." Another key upgrade with the new AirTag is an improved speaker, which should also make the accessory easier to find. Apple says: "With its updated internal design, the new AirTag is 50 percent louder than the previous generation, enabling users to hear their AirTag from up to 2x farther than before." Apple also touts privacy and security improvements with the new AirTag: "Designed exclusively for tracking objects, and not people or pets, the new AirTag incorporates a suite of industry-first protections against unwanted tracking, including cross-platform alerts and unique Bluetooth identifiers that change frequently."

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