Apple is still facing questions about delays to its upgraded Siri assistant and the broader Apple Intelligence rollout, but the company is already making solid money from artificial intelligence through its App Store. According to figures cited by The Wall Street Journal and app analytics firm AppMagic, Apple could bring in more than $1 billion this year from commissions tied to third-party AI apps. Reports 3dnews.ru.
The bulk of that income comes from subscriptions sold inside Apple’s ecosystem. Apple usually takes a 30% cut in the first year of a subscription and 15% after that. AppMagic estimates that AI app subscriptions generated about $900 million in commission revenue for Apple in 2025, with ChatGPT alone accounting for roughly three quarters of that total. Around 5% reportedly comes from xAI’s Grok service.
The report says Apple’s monthly AI-related commission revenue rose from $35 million in January 2025 to $101 million in August, although user interest in ChatGPT has cooled somewhat since its earlier peak. Even so, the business remains important for Apple’s fast-growing services division, especially because it requires far less spending than the massive AI infrastructure investments being made by some rivals.
Apple still relies heavily on partners for its own AI push, with Google Gemini expected to support the new Siri experience. At the same time, OpenAI is moving closer to hardware after buying a startup linked to former Apple design chief Jony Ive. That could eventually turn OpenAI into a direct competitor in Apple’s core device market.
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