Tim Cook Says Users Will "Buy Up the Stack" on iCloud Plus for Apple Intelligence

On Apple's Q3 FY2026 earnings call, Tim Cook said iCloud Plus will offer AI upgrade paths: "people can buy up the stack." Apple disclosed daily AI usage limits in June, citing server-side compute costs. With services revenue at $30.74B, the tiered structure Apple has used for storage now extends to AI. Pricing and plan boundaries remain unannounced.