Apple could win the AI race without running

AXIOS — Apple's playbook: Keep selling high-end consumer hardware that will become even more essential as AI becomes more ubiquitous.

AI advancements could lead to shorter upgrade cycles, while Apple's reputation for enhanced privacy could become an enhanced selling point.
All the while, "taxing" the frontier labs via the App Store. It doesn't matter to Apple which app gets used most, so long as it's being used.