Apple extended Apple Intelligence from its first-party application ecosystem to third-party workflow scenarios in this conference. The new Siri AI possesses personal context awareness across messages, emails, photos, and applications, and can interact with and control content in over 300,000 third-party applications. Morgan Stanley pointed out that after the Siri AI upgrade is implemented, the core issues will be the growth in daily request volume and the allocation of cloud inference costs, which are crucial to Apple's AI monetization path.