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.
