Apple

New data from the Car Connectivity Consortium’s 2025 Future of Vehicle Connectivity Report signals how OEMs, suppliers, and mobile platforms will prioritize standards, security, and interoperability to scale the next phase of software-defined vehicles. The market is past pilots: executives are moving budget into customer experience and fleet productivity where ROI is visible within a year, but only if solutions are secure, easy to use, and proven to interoperate across brands, devices, and regions. The CCC’s data provides a directional roadmap for where to invest in the in-vehicle wireless stack and the edge-to-cloud controls that make those experiences trustworthy.
Apple is reportedly nearing a deal to license Google’s Gemini for Siri, a move that would reshape assistant architectures and near-term AI roadmaps across devices and networks. Multiple reports indicate Apple is close to licensing a custom version of Google’s Gemini model, reportedly at a scale of around 1.2 trillion parameters, for roughly $1 billion per year. The model would power a major Siri upgrade while Apple continues building its own foundation models. The objective is clear: boost Siri’s reasoning and task execution in the near term without ceding control over Apple’s system-level integrations or search defaults.
Virgin Media O2 has struck a multi‑year agreement with Starlink Direct to Cell to deliver satellite‑to‑mobile service across rural UK not‑spots, positioning O2 as the first British operator to integrate Starlink’s constellation with licensed mobile spectrum. Branded as O2 Satellite, the service will initially support messaging and basic data on existing smartphones when users move beyond terrestrial signal. O2 is targeting landmass coverage beyond 95% within a year of launch, using Starlink’s 650+ low‑Earth orbit satellites to act as “cell sites in space.” Customer rollout is planned for early 2026, with pricing to follow and an extra monthly fee anticipated.
Snap has opened its first open-prompt AI image Lens, Imagine, to all U.S. users, signaling a new phase in mainstream generative experiences inside the camera. Imagine Lens lets users write a short prompt and instantly transform a selfie or create an image from scratch, then share it in chats, Stories, or off-platform. The capability was previously limited to Lens+ and Snapchat Platinum subscribers. Camera-native generative features at social scale change traffic patterns, compute placement, and safety obligations for platforms and networks. Provenance standards such as C2PA content credentials are becoming table stakes for enterprise integrations and advertiser trust.
OpenAI has launched ChatGPT Atlas, a MacOS AI browser built around its chatbot, positioning agentic browsing and LLM-native search as the next front in the browser wars. Atlas reframes the browser as a conversational interface. It removes the traditional address bar and orients the experience around ChatGPT, with natural language as the primary way to navigate, retrieve, and summarize information. The initial release targets Apple’s MacOS, with OpenAI emphasizing a paid “agent mode” that can autonomously search, read, and act on the user’s behalf using the live browsing context. Agent mode will be available to paying ChatGPT subscribers, extending OpenAI’s monetization beyond API usage and premium chatbot tiers.
Unlike metaverse-era headsets that leaned on entertainment and novelty, Galaxy XR makes Google’s Gemini the front door to the interface. In demos, Gemini orchestrated windows in a spatial workspace, answered context-aware questions, and invoked creative tools like Veo for AI-generated video. That tight AI integration is the strategic wedge: Samsung and Google position XR as a bridge to slim, everyday AI glasses developed with eyewear brands Warby Parker and Gentle Monster. The message to developers and enterprises is clear—design for multimodal AI agents first; the form factor will shrink later.
New usage data shows AT&T subscribers are tapping into T-Mobile’s Starlink-powered T-Satellite more than expected, signaling a rapid shift in how carriers and customers think about direct-to-device connectivity. Speedtest intelligence indicates T-Mobile users account for the majority of direct-to-device (D2D) connections to Starlink, roughly six in ten overall and more than seven in ten among devices reporting active service at connection time. The surprise is AT&T’s footprint: about a third of observed connections come from AT&T subscribers, while Verizon’s share is minimal.
Apple has secured a five-year deal to stream every Formula 1 session in the U.S., a move that will reshape live-sports distribution, traffic patterns, and product strategy across the streaming and telecom ecosystem. Starting with the 2026 season, Apple TV becomes the exclusive U.S. home for Formula 1, covering every practice, qualifying, Sprint, and Grand Prix for Apple TV subscribers. Apple says select races and all practice sessions will be available free in the Apple TV app, extending reach beyond the paid tier. F1 TV Premium remains available in the U.S., delivered via an Apple TV subscription and included for subscribers.
Apple’s new M5 chip is a material step in local AI compute that will ripple into enterprise IT, developer tooling, and edge networking strategies. M5 is built on a third‑generation 3‑nanometer process and reworks Apple’s GPU as the center of gravity for AI. The 10‑core GPU adds a dedicated Neural Accelerator in every core, pushing peak GPU compute for AI to more than four times M4. Unified memory bandwidth jumps to 153 GB/s, and configurations with up to 32 GB allow more and larger models to remain entirely on device. On‑device inference is moving from nice‑to‑have to default, driven by privacy, latency, and cost.
Deutsche Telekom has launched a first in Europe: seamless eSIM profile transfers across Android and iOS, removing long-standing friction when customers switch devices or platforms. Customers on Deutsche Telekom can now move their mobile subscription as an eSIM from Android to iOS and vice versa without a carrier app, QR code, or paperwork. The transfer process is initiated in the settings of the new device and handled natively by the operating system, which detects the previous phone and orchestrates the migration. Deutsche Telekom validates device, tariff, and user eligibility in the background, then authorizes the transfer, preserving the phone number and plan.
ChatGPT users in the U.S. can now buy from Etsy sellers without leaving the conversation, with more than a million Shopify merchants “coming soon.” The feature, called Instant Checkout, is available to logged-in Free, Plus, and Pro users. It supports Apple Pay, Google Pay, Stripe, and credit cards. The flow is simple: ask for ideas, get curated products with images, prices, and reviews, tap Buy, confirm shipping and payment, and the merchant fulfills the order using its existing systems. Brands like Glossier, Skims, Spanx, and Vuori are expected to be part of the broader Shopify rollout.
HUMAIN, a Saudi PIF-backed AI company, introduced Horizon Pro, an “agentic AI” PC built on Qualcomm’s Snapdragon X Elite, positioning it as a new class of Windows laptop where on-device AI drives workflows, decisions, and user interaction. At Qualcomm’s Snapdragon Summit in Maui, HUMAIN CEO Tareq Amin unveiled the Horizon Pro PC and the company’s agentic software layer, Humain One, which runs on top of Windows 11 and is slated for formal launch at the Future Investment Initiative in Riyadh.

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