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Apple Reportedly Delays Next iPhone Air Launch Amid Weak Sales

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Apple has reportedly decided to delay the next version of its iPhone Air until after fall 2026, according to a report from The Information, citing sources familiar with the matter.

The move comes just a year after Apple introduced the iPhone Air (2025), a thinner and lighter addition to its flagship lineup designed to appeal to consumers seeking a sleek, minimalist form factor. However, analysts say demand for the model has been weaker than expected, raising concerns about the market appetite for design-focused variants that make performance trade-offs.

While praised for its elegant design, the iPhone Air’s smaller battery and pared-down camera system were viewed by some consumers as compromises compared to the iPhone Pro and Pro Max models.

Apple has not commented on the report, and Reuters said it could not independently verify the delay.

In October, Apple announced that the iPhone Air would be available for pre-order in China, following regulatory approval for eSIM-only connectivity, meaning the model is sold without a physical SIM tray.

The delay signals that Apple may be reassessing its strategy for the Air model as global smartphone demand remains under pressure and competition intensifies in China and other key markets.

OpenAI to Halve Revenue Share with Microsoft Amid Restructuring, Report Says

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OpenAI plans to significantly reduce the share of its revenue allocated to Microsoft by the end of the decade, as part of its ongoing corporate restructuring, according to a report by The Information on Tuesday. The AI firm reportedly informed investors that its revenue-sharing deal with Microsoft—currently 20% through 2030—could fall to 10% or less over the next several years.

The shift comes amid broader changes at OpenAI, which recently abandoned plans for a full conversion into a public benefit corporation (PBC) and reaffirmed nonprofit control, limiting CEO Sam Altman’s power while trying to balance mission-driven governance with commercial scalability.

The financial update shared with investors suggests a future where OpenAI is less dependent on Microsoft while still maintaining a collaborative relationship. In response to the report, OpenAI noted it is “finalizing the details of this recapitalization”, and said it continues to work closely with Microsoft. However, Microsoft declined to comment.

In January, Microsoft adjusted key terms of its deal with OpenAI, following its joint venture with Oracle and SoftBank to invest up to $500 billion in U.S.-based AI data centers—a move that signaled deeper integration of AI infrastructure beyond OpenAI’s models alone.

The current OpenAI–Microsoft partnership includes reciprocal revenue sharing agreements, access to OpenAI’s models on Microsoft’s Azure platform, and embedded use of ChatGPT within Microsoft’s enterprise software like Office and Azure AI services.

Microsoft, which has invested over $13 billion in OpenAI, is believed to be negotiating for continued access to OpenAI’s technology post-2030, as competition intensifies in the global AI race.