Bloomberg Tech Apple AI Plan Hinges on Robots, Cisco CEO Talks Tariffs
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Aug 14, 2025 Chuck Robbins, CEO of Cisco, dives into the increasing demand for AI infrastructure and the impact of tariffs on the tech industry. He shares insights on the company's earnings and strategic outlook, highlighting how AI is shaping business margins and future growth. The discussion also touches on the competitive landscape in AI, where companies like Apple are facing pressure to innovate with robotics and an enhanced Siri. Robbins emphasizes the importance of strategic partnerships as businesses adapt to dynamic market challenges.
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Apple Bets Hardware To Monetize AI
- Apple plans to monetize AI by building integrated hardware devices like a tabletop robot and smart home hub.
- The strategy emphasizes selling new devices to drive recurring hardware purchases rather than just software features.
Siri Gets Visual And Conversational
- Apple will create a lifelike, conversational Siri with visual personality and the ability to interject into human conversations.
- The redesign includes floating virtual characters based on Memoji or the Finder icon for home and iPhone interfaces.
Apple Restores Blood Oxygen Data Access
- Apple found a workaround to restore blood oxygen readings by routing sensor data to the phone's Health app after customs approval.
- The timing lets Apple market blood oxygen tracking with its upcoming Apple Watch announcement in the U.S.