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Apple hints at higher iCloud+ storage tiers for AI power users

Macworld

Apple doesn’t make formal product announcements or discuss future product plans during its quarterly financial results announcements. But every once in a while, it shares some details that offer a peek at what’s coming.

During Thursday’s Q3 2026 financial call, Apple indicated the higher iCloud+ tiers could be on the way. While it has already said it will offer some kind of iCloud+ tie-in to accommodate heavy AI usage, when Goldman Sachs’ Michael Ng asked about Apple Intelligence and “compute costs and the ability to recover some of those costs through iCloud+,” Apple CEO Tim Cook had this response:

In terms of what it means for compute cost, it’s obviously early going for us, and so I don’t want to say that we have a complete plan for that. 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+ where people can buy up the stack on iCloud+, and we’ll see how the pickup for that is. But we could not be more excited about where the product is.

Details about the “upgrade possibilities” weren’t provided, but Apple’s plans aren’t a surprise. At WWDC26 last June, Apple demonstrated several AI features and noted that there would be daily usage limits, which expanded access available through iCloud+. But at that time, no further details were provided.

Apple is expected to officially release iOS 27 in September, around the same time the company unveils the iPhone 18 Pro and iPhone Ultra. Apple will likely announce these new iCloud+ plans at the same time. It’s unclear as to what Apple will offer to accommodate AI usage; iCloud+ currently offers 5GB of free storage, with upgrade plans up to 12TB, though other AI companies offer storage up to 100GB. It sounds like Apple will explore these higher storage options for iCloud+ plans primarily built for AI use.

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Here’s how much you’ll save with Apple One bundles [Updated]

Image with logos of iCloud, Apple TV, Apple Music, Apple Arcade, Apple Fitness+ and Apple News, used to illustrate a post on Apple One subscription tier pricing

Find out how much Apple's subscription bundles will save you. See Apple One pricing on three configurations: Individual, Family and Premier.

(via Cult of Mac - Your source for the latest Apple news, rumors, analysis, reviews, how-tos and deals.)

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Azio taps AT&T for fibre link to Texas AI campus

Infrastructure company Azio AI Holdings signed a master services agreement (MSA) with AT&T worth roughly $2.4 million to provide enterprise fibre connectivity for its first AI data centre campus.

The deal covers a 500-megawatt site and establishes a standardised connectivity framework across the campus, delivering the high-capacity, low-latency network infrastructure needed to support AI training, inference, GPU cloud computing, enterprise colocation, and other high-performance computing workloads.

Azio said the connectivity buildout is intended to streamline network deployment as it brings on additional customers under its hyperscale AI strategy. The company pointed to a recent power purchase and hosting agreement with a GPU customer, which it said will require a rapid, modular buildout at the Texas site.

“This agreement establishes the networking framework supporting our initial 500-megawatt Texas AI platform while creating a scalable operating model that can support future expansion as additional projects move forward under our hyperscale AI strategy,” Azio COO Elgin Tracy stated.

The company’s broader strategy centres on scalable, liquefied natural gas-backed energy capacity intended to meet rising demand for GPU cloud and AI workloads.

It stated the Texas site was picked in part due to the location being able accommodate large-scale industrial infrastructure without the land-use and community constraints which can complicate data centre projects in urban areas.

The agreement adds AT&T to the growing list of telecoms operators positioning themselves as connectivity partners for the AI infrastructure buildout, as data centre operators race to secure the fibre capacity needed to link GPU clusters to enterprise and hyperscale customers.

Azio did not disclose a timeline for construction completion or when the Texas campus is expected to become operational.

The post Azio taps AT&T for fibre link to Texas AI campus appeared first on Mobile World Live.

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Anthropic reveals rogue Claude attacks

Anthropic disclosed it is investigating three instances of its Claude AI models conducting hacks into companies during a testing process, a week after OpenAI revealed a similar incident.

The company explained its Claude models “reached the internet” from within or while interacting with a third-party evaluation environment and then gained access to the real systems of three different organisations.

Anthropic blamed a “misunderstanding” between it and a partner, which resulted in the model being able to access the internet during a cybersecurity testing process.

This then led the model’s search to real systems on the open internet, treating them as part of the exercise.

“Operating under the false belief that all accessible entities were intended to be in-scope for the exercise, Claude compromised the impacted organisations’ infrastructure using basic techniques, such as exploiting weak passwords and unauthenticated endpoints,” Anthropic stated.

Anthropic added it did not find or “exploit any complex weaknesses”.

It did not reveal which companies had been attacked.

Review
The company stated the OpenAI incident, in which two models attacked Hugging Face, prompted it to conduct a large-scale retrospective review of its own cybersecurity evaluations.

In particular, it looked for evidence Claude, like the OpenAI models, was able to access “the internet from the testing environments that should have been sealed off”.

It found the breaches after reviewing 141,006 evaluation runs where Claude could have obtained internet access.

The incidents occurred on Claude models Opus 4.7, Mythos 5 and an internal research test model.

“Ultimately, many factors contributed to these incidents, but consistent with a blameless post mortem culture, we’re approaching the fixes as if the responsibility were ours alone,” the company added.

Nvidia this week led the way in the formation of an AI safety coalition in response to the OpenAI incident.

The post Anthropic reveals rogue Claude attacks appeared first on Mobile World Live.

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Rules of the road needed for orbital data center constellations

Starcloud

As companies develop large constellations of orbital data center satellites, experts say now is the time to start thinking about some critical space safety topics and rules of the road.

The post Rules of the road needed for orbital data center constellations appeared first on SpaceNews.

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Apple Plans Paid iCloud+ Upgrades for Heavy AI Users

Apple is planning to let users pay to increase their AI limits, with upgrade possibilities available through iCloud+.


During today's earnings call for the third fiscal quarter of 2026, Apple CEO Tim Cook said it's early, but the company expects to offer options for people who want to make heavy use of AI services.
In terms of what it means for compute cost, it's obviously early going for us, and so I don't want to say that we have a complete plan for that. We do believe there will be people that want to use it a lot and we will have some kind of upgrade possibilities on iCloud+ where people can buy up the stack on iCloud+. We'll see how the pickup for that is.

At WWDC, Apple said there would be daily usage limits on features like Image Playground, but increased access would be available through ‌iCloud‌+ plans. Cook's comments today suggest there may also be ‌iCloud‌+ add-ons specifically for AI usage.

Apple hasn't offered any details on what it might charge to increase AI limits, and that's information that we might get when iOS 27 launches in September. Features like Siri AI are expected to remain free to use.
Tag: iCloud

This article, "Apple Plans Paid iCloud+ Upgrades for Heavy AI Users" first appeared on MacRumors.com

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Minimal Phone 2 lets you break free from iPhone but still keep iMessage

Macworld

In an era where social media seems to be doing more harm than good, the Minimal Phone 2 seems like a really good idea. Billed as a distraction-free device, it’s a mobile phone with a physical keyboard that offers no social media access and only basic apps, including the ability to send and receive messages.

However, it’s still an Android phone, so when you send a chat message from the Minimal Phone 2, it naturally appears in a green bubble on an iPhone. As silly as it sounds, there’s a stigma that some iPhone users attach to Android phone users because iOS displays chat messages from Android phones as green bubbles instead of blue ones, the telltale indication that a message came from an Apple device.

There’s a fix for that, though, in case you’re worried about being a social outcast by your iPhone buddies. Andre Youkhna, the founder of The Minimal Company, points out that the Minimal Phone 2 can run OpenBubbles, which means messages for the phone appear as blue bubbles on iPhones. It even has a blue blinking indicator light on the front to let you know when one arrives.

Pre-order soon… iMessage thanks to open bubbles 🙌

— Andre (@Youkhna) July 28, 2026

OpenBubbles is an app that basically spoofs a Mac or iPhone that you can access, so that an Android phone can access Apple’s Messages, FaceTime, and iCloud Shared Albums (though it’s not clear if the latter two can be accessed by the Minimal Phone 2). If you don’t have an Apple device to spoof, you can sign up for OpenBubbles Hosted, which is $16.99 per month.

Doesn’t OpenBubble sound like something Apple would disapprove of? OpenBubbles has been around since 2020, so Apple would’ve sicced its lawyers on the company by now if it cared at all. Learn more about OpenBubbles. If you want to jump on the waitlist for Minimal Phone 2, you can sign up on the Minimal website.

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Meta eyes $279B AI infrastructure expansion

Meta Platforms revealed a dramatic acceleration in its infrastructure commitments, disclosing in a regulatory filing it has secured $279 billion in off-balance sheet lease obligations primarily dedicated to expanding its AI capabilities.

The future costs, which exist on top of its active leases, comprise short- and long-term agreements covering data centres, co-location facilities and certain network infrastructure.

The total for uncommenced lease commitments as of the quarter ended 30 June represents a 53% surge from the $183 billion reported in the previous period.

The social media giant is showing no signs of slowing its aggressive AI buildout, adding an extra $68 billion in commitments during July alone, with those leases slated to commence in 2027 and 2028.

The disclosure comes alongside mounting investor pressure on CEO Mark Zuckerberg. Meta’s stock fell today (30 July) following a disappointing Q3 revenue forecast yesterday which heightened investor scrutiny over the company’s massive capital expenditures on AI.

During the Q2 earnings call, Zuckerberg said Meta could sell compute directly to large enterprises but stated the social media giant believes there will be a “significantly higher margin on selling [super]intelligence rather than selling compute directly”.

The post Meta eyes $279B AI infrastructure expansion appeared first on Mobile World Live.

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Meta eyes enterprise growth as AI spend surges

Meta Platforms CEO Mark Zuckerberg (pictured) outlined his high-stakes vision for AI across consumer and enterprise markets during a Q2 investor call, casting the technological transition as a massive commercial opportunity despite heavy infrastructure outlays and operational charges weighing on profitability.

Zuckerberg detailed three primary expansion pillars driving Meta’s long-term strategy. He noted AI investments are actively boosting performance across the main portfolio by improving user experiences, optimising return on investment for advertisers and enabling internal product teams to ship software faster.

Looking ahead, Zuckerberg stated that Meta is “developing new personal agents that will be the foundation for our next wave of products and revenue lines in the months and years ahead”.

Expanding beyond consumer applications, he highlighted a growing commercial footprint, pointing to “a large enterprise opportunity to sell to businesses, including APIs, business agents, potentially selling compute directly, and other services that we’re building for large customers”.

Q2 financial performance
Meta delivered strong Q2 top-line performance, driven by continuous gains across its AI-enhanced advertising suite, though rapid infrastructure spending and operational charges squeezed overall profitability below Wall Street expectations.

Meta generated $60.8 billion in revenue, representing a 28% increase compared to $47.5 billion in the same period last year. However, net income dropped 14% to $15.8 billion.

Advertising revenue accounted for $59.8 billion of total sales, up 28% year-over-year. This growth was supported by high adoption of AI automated ad features, with ad impressions growing 14% year-over-year across its Family of Apps and the average price per ad climbing 12%.

Family Daily Active People reached an average of 3.6 billion in June, reflecting a 3% increase year-over-year.

Total costs and expenses surged 55% to $42 billion, heavily weighed down by $2.4 billion in legal proceeding charges as well as $1.2 billion in severance expenses following restructuring in May.

Driven by the aggressive capex ramp and operational charges, free cash flow dropped 91% year-over-year to $784 million, compared to $8.5 billion in the prior-year period.

Capital expenditures jumped to $31 billion from $17 billion, including principal payments on finance leases, as Meta continued to scale its computing infrastructure, servers, and data centres to expand generative AI capabilities.

Looking ahead, the social media giant issued a Q3 revenue forecast of $61 billion to $64 billion.

For the full year, Meta maintained its capital expenditure guidance at $130 billion to $145 billion and anticipates total expenses between $165 billion and $169 billion, while reiterating full-year operating income is expected to exceed prior-year levels.

Highlighting engagement growth across its app suite, Zuckerberg noted Threads crossed 500 million monthly active users, “making it the fastest-growing conversation app ever,” while Facebook reached more than 2 billion daily active users a while ago.

“WhatsApp just hit an all-time messaging record, peaking at 30 million messages sent per second during the World Cup final,” he said.

Meta’s Reality Labs division, which houses the company’s VR and AR hardware efforts including Quest headsets and smart glasses, continued to weigh on overall profitability.

The unit posted an operating loss of $4.6 billion, widening slightly from a year earlier, on revenue of just $431 million, up from $370 million in the same period last year.

The post Meta eyes enterprise growth as AI spend surges appeared first on Mobile World Live.

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One NZ reveals next key AI trust field

One NZ advised businesses to rethink their approach to responsible AI after research showed consumers are growing worried about the environmental impact of companies’ use of the technology.

Research by the operator involving 1,001 New Zealanders found 45% have concerns over the sustainability of business use of AI, making it a key factor alongside transparency and privacy in overall trust ratings.

Head of corporate affairs and sustainability Nicky Preston said One NZ’s findings “highlight a shift” in attitudes.

“The conversation around AI has largely focused on productivity and innovation to date. But this research shows New Zealanders are starting to consider a broader question”.

Preston noted trust “has always been fundamental to technology adoption” and said sustainability is now part of the “equation”.

One NZ’s research found those worried about environmental impacts believe businesses should prioritise using renewable energy alongside cutting power consumption.

Consumers also want companies to be transparent about the environmental impacts, explain their reasons for employing AI and be open to independent audits.

“Customers and employees increasingly want evidence that organisations are managing AI responsibly through governance, infrastructure choices, supplier decisions and thoughtful deployment,” Preston explained.

The research highlighted consumption of electricity and water as key environmental concerns. Other factors include electronic waste and carbon emissions.

One NZ highlighted more traditional concerns about AI continue to rank highly: it noted respondents are worried about the technology taking jobs away from people, personal data being employed without consent and a lack of human oversight.

Preston said the findings indicate the businesses likely to be the most successful in using AI would be those which show they are “thinking carefully” about social and environmental impacts.

The post One NZ reveals next key AI trust field appeared first on Mobile World Live.

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