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Not sure, but mainstream media is also reporting it: https://www.cnbc.com/2025/02/13/apple-will-integrate-alibabas-ai-into-iphones-in-china-chairman-joe-tsai-says.html
For headline readers: for iPhones sold in China.
Yeah except the first one is a bit misleading. The CNBC one actually makes sense because it’s just phones in China.
Seems like a pretty important detail for Semafor to leave out, to create a little extra outrage.