I am hoping for a no-AI plan rather than what I suspect they'll do (like many of the rest of you) and just jack up prices on the other plans—I subscribe to Claude at present for its utility with giving feedback for my creative written work (especially for cross-cultural input—yes, I take it with a grain of salt), but I don't have any use for Playground (I've used it maybe twice and found it a waste of time).
Current iCloud+ plans for USA:
- 50 GB: $0.99
- 200 GB: $2.99
- 2 TB: $9.99
- 6 TB: $29.99
- 12 TB: $59.99
Pretty good chance the 50Gb , 200GB , and maybe 2TB stay the same.
For example
" ... Using Apple Intelligence camera features in the Home app will require an iCloud+ plan starting at 2TB, according to Apple. ..."
Some of the AI service entry packages are running $20 a month. 20.00 + 0.99 is 20.99 ... Slap the 'extra AI' on the 6 TB tier and if mainly have 50-200 GB of storage needs , but want more AI prompts then there is the $20. If they uplift a decent amount of users who do not to want fully utilize the 6TB then those folks can help offset the folks with 5.5TB of usage and are heavy AI users. An ideal fit would be folks who just needed 2TB ($9.99) and $20.00 of AI compute. Same $29.99 that the 6TB charges.
If have a 'more than heavy AI' tier might add a 14-16 TB at $99.99 ( the disk storage increase goes sublinear, but the AI benefits are skewed higher. )
The entry tier is mainly single small phone-like device backup (or subset backup). Big picture doesn't make sense to push folks out of affordable backups. The 12*$29.99
I suspect Apple would also like to read most of the data and store the results in the cloud also if possible. Folks with relatively 'tiny' storage drive capacity probably is not a good fit for that. Using the cloud drive for 'scratch' (intermediate) space also likely attractive to them. (PCC has no persistent state drive).
At > 2TB of storage space even if 5-15% of capacity is remaining there is still somewhere to stuff the results.
[ If I recall correctly Siri AI wants to keep previous conversation stuff in your cloud drive also. That too will add up over a large number of conversations. ]
The Apple Intelligence more unique value add is likely going to be layered on data Apple already has privately stored for you. For many folks, they don't need to move it to cloud to inference on it because it is already up there. It is just a different set of serves are going to 'chew' on that data to produce some more data. So it is at least partially coupled to Apple cloud storage .
I have Apple One and a separate cloud storage plan (one with Apple and one with Microsoft) at present, but I'd love to trim that down (a 4tb plan would be great rather than a jump up to 6). Or maybe an Apple One plan where you pick and choose your top three services or something.
Each element of Apple One is an independent service that has a revenue stream.
Long term Apple Intelligence might be able to charge on its own. And then there could be a Apple "Extra/Ultra Premium" they could add in on top of the Apple One line up.
But for the immediate future they need to get past the "Siri is an old dog' stage. They are no where near where a sizable number of people will independently pay for what they have delivered so far.
P.S. Google's AI+Cloud bundled plans go
400GB $4.99
5TB $19.99
20TB $99.99
Explore Google AI plans. Access our most advanced AI, generate videos from text, and secure cloud storage.
one.google.com
Google plain storage Google One non-free pricing starts at:
100GB $1.99
200GB $2.99
Google One bundles cloud storage, powerful AI capabilities, and helpful features across Google — all in one shareable plan.
one.google.com
Google isn't attaching "more access to compute" AI to the bottommost storage service either. ( Google subsidizes with ads and what not. Some of iCloud is running on Google servers so Apple has additional overhead since outsource a substantive amount of that work out. And at the moment, willing to loose money on Frontier AI services just like their other major competitors. I highly doubt Apple is going to try to 'buy' market share here. If AI compute cost substantial money they charge for it. If doesn't work at prices that can actually turn a profit they'll just turn it off after giving it a decent chance to catch some marketshare. )