Mobile World Live brings you our top three picks of the week as Apple debuted its long-awaited foldable iPhone Duo, concerns over the risks of frontier AI intensified and Qualcomm sealed a custom silicon deal with Amazon.

Apple debuts long-awaited foldable iPhone Duo

What happened: Apple made its long-anticipated foldable debut with the iPhone Duo and unveiled the iPhone 18 Pro and Pro Max, marking new CEO John Ternus’ first annual product launch.

Why it matters: Ternus stated the device it has the “largest display ever on an iPhone, while still fitting easily in your pocket”, adding it “feels as natural and intuitive as iPad”. The device, which features a 7.6-inch internal display that is 50% larger than the size of the iPhone 18 Pro Max, starts at $1,999 for 256GB. VP of devices at IDC Francisco Jeronimo said that for Ternus, the “real test” will be whether Apple can “make foldables a more valuable category, own the defining premium product and use that position to extend the economic power of the iPhone portfolio”.

Paolo Pescatore, chief analyst at PP Foresight, said he expects the Duo “to be an instant hit, benefiting the wider market and developer community while putting rivals firmly on notice”. Indeed, IDC forecasted Apple will ship around 10 million iPhone Duo units in its first 12 months and generate $27 billion in revenue. Additionally, Jeronimo noted that although the handset is Apple’s “most expensive iPhone ever”, it is around $500 below market expectations. “Apple entered the foldable market and, in one keynote, set the price and the standard every rival will now be measured against,” he said. China will be its first key test as Huawei captured 79.4% of the country’s foldable units in Q2. Yet, Jeronimo argued Apple has given buyers “their first genuinely compelling reason to reconsider.”

Apple debuts long-awaited foldable iPhone Duo

Anthropic researcher issues grave AI warning

What happened: Evan Hubinger, who manages Anthropic’s AI Alignment Stress-Testing team, warned in a post on social media platform X there is more than a 10% chance that increasingly capable, self-improving AI could “kill all humans” within the next decade, raising alarm over the pace of frontier AI development.

Why it matters: Hubinger said the risk from existing models remained “low” but pointed to “recursive self-improvement” as a route to dangerous “superintelligence”. He said Anthropic did not yet have a plan to solve alignment for superintelligence and was “not clearly on track to”. His comments followed the resignation of Anthropic researcher Jacob Coxon, who accused Anthropic and OpenAI of “racing straight to self-improving superintelligence and gambling with our lives”. OpenAI, Anthropic and Meta all disclosed unprecedented incidents in recent months involving AI models autonomously executing cyberattacks. Anthropic’s August risk report stated advanced models could eventually “catastrophic harm”.

Iwo Szapar, director of AI innovation and venture building at Information Services Group said the resignation of researchers close to the AI race should prompt action. “Maybe he is wrong about the probability. Maybe he is not. But a handful of private companies, competing to ship first, should not get to decide how much risk the rest of us have to accept,” he argued. “I want the rules,” he added, calling for measures including independent safety evaluations and shared stop conditions across frontier labs. Meanwhile, Thomas White, analyst at Inner Circle Consulting, said users should consider when it is worth delegating work to “an energy-hungry technology with unknown psychological and existential risks”.

Anthropic researcher issues grave AI warning

Qualcomm lands custom AI chip deal with Amazon

What happened: Qualcomm struck a long-term agreement with Amazon to develop customised silicon for AI inference infrastructure in Amazon Web Services (AWS) data centres.

Why it matters: The agreement covers multiple generations of custom silicon, alongside optical connectivity technology designed to move data between AI processors at speeds of up to 1.6Tb/s. The arrangement is linked to up to $60 billion in potential commercial transactions. Amazon will also receive a warrant to buy up to 25 million Qualcomm shares at $161.26 each, worth about $4 billion if fully exercised. The warrants vest against purchase milestones, linking Amazon’s potential stake to its use of Qualcomm technology.

Counterpoint Research co-founder and VP Neil Shah described Amazon as Qualcomm’s “second major hyperscaler partner”, arguing the warrant creates a “multi-gen demand hook” because Amazon receives more equity only if it scales Qualcomm silicon. He noted the partnership is “a good validation for Qualcomm’s data centre portfolio and roadmap”, following the chipmaker’s target of $15 billion in data centre revenue by FY 2029. More broadly, Michael Ajayi, senior lecturer at Stadio Higher Education, said Nvidia’s dominance is driving “a structural response” amongst hyperscalers, with AI infrastructure likely to become “more heterogeneous” as cloud companies adopt custom accelerators.

Qualcomm lands custom AI chip deal with Amazon

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OpenAI unveiled a specialised financial edition of its enterprise platform to help bank employees develop research, financial models and customised client materials.

ChatGPT for Financial Services runs on the company’s latest and most advanced model, GPT-6 Astra, and integrates direct data feeds from market intelligence providers like PitchBook, Crunchbase, LSEG, and Daloopa.

Development of the tool was guided by pilot partnerships with investment banking powerhouses Morgan Stanley and Evercore.

Nick Turley, OpenAI’s VP of product, told CNBC the company is “teaching ChatGPT to research like an analyst and back up its conclusions like an analyst as well”.

In a blog post yesterday (10 September), OpenAI noted early collaboration focused heavily on solving two major industry friction points: streamlined access to verified market data and automated artifact creation.

By hosting and indexing third-party datasets directly on its own infrastructure, the system enables citations which help bankers trace figures and claims back to their original sources.

The launch comes amid a broader push by OpenAI to broaden enterprise adoption and cement recurring revenues ahead of a widely expected stock market debut.

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OpenAI reportedly pulled the plug on its pilot programme which let US federal agencies use its models for just $1 per year, shifting instead to a usage-based pricing system to offer government workers a 50% discount off standard rates.

Bloomberg reported the shift concludes a deal struck in August 2025 between OpenAI and the US General Services Administration (GSA), under which the agency’s OneGov marketplace let federal entities access ChatGPT Enterprise for a nominal $1 per agency for one year. GSA also issued an Authority to Use for ChatGPT Enterprise as part of the programme.

The offer came shortly after GSA added OpenAI, Anthropic and Google to its list of approved AI vendors for civilian federal agencies, including an additional 60-day period for unlimited use of advanced features.

The news agency noted the arrangement represented the steepest technology discount GSA’s central purchasing arm had negotiated to date, which was scheduled to conclude on 30 September 2026.

The new agreement with the government is set to take effect on 1 October, lasting more than two years, according to Bloomberg.

Uptake
According to GSA figures cited by the news site, 3.5 million federal employees ultimately used ChatGPT under the pilot programme, generating $1.4 billion in claimed cost savings.

When the arrangement was first announced, OpenAI stated over 90,000 users across more than 3,500 US federal, state, and local government agencies sent more than 18 million messages on ChatGPT to support their day-to-day work dating back to 2024.

GSA’s public OneGov listings still show the original $1-per-agency pricing, with an expiration date of 30 September 2026, while OpenAI’s own government page had not been updated to reflect the shift.

The pilot was part of a broader push by GSA under its OneGov strategy to secure discounted access to frontier AI tools for federal agencies.

Alongside the OpenAI deal, GSA struck similar arrangements with Anthropic, offering Claude for Enterprise and Claude for Government at $1 across the executive, legislative and judicial branches, and with Google, offering Gemini for Government at $0.47 per agency.

The news site noted those agreements are also due to expire on 30 September 2026, with no successor terms yet made public for either company

The initial round of dollar-a-year deals was key to the Trump Administration’s America’s AI Action Plan, which aimed to accelerate AI adoption across federal government.

Bloomberg reported the move to usage-based pricing could mean OpenAI is looking to convert pilot-stage government adoption into a more sustainable commercial relationship, as the company works to build out revenue ahead of a planned public listing.

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Analog Devices struck a deal to acquire Alif Semiconductor in an all-cash deal worth $1.4 billion, as the analogue chip maker moves to bolster its edge AI capabilities.

The deal adds Alif’s AI-native microcontrollers and fusion processors, which combine low-power neural processing with connectivity, security and power management on a single chip.

Analog Devices stated the technology would advance “Physical Intelligence”, enabling systems to sense, reason and act locally in real time while meeting demanding power, latency, security and reliability constraints.

It positioned the deal as a response to the expansion of AI capabilities beyond interpreting text and images toward characterising real-world signals including motion, sound, vibration, radio waves and thermodynamics.

By combining its expertise in sensing, signal processing, power and connectivity with Alif’s digital processing platform, customers can build complete system-level solutions rather than sourcing components separately, Analog Devices explained.

CEO Vincent Roche explained AI is moving out of the data centre and into the physical world, where latency, power and trust cannot be compromised and described the deal as central to what he called the next frontier of embodied, deterministic AI.

Analog Devices stated Alif’s silicon is already shipping in production, with design wins across consumer and industrial customers.

The company expects the acquisition to widen its addressable market across industrial, data centre infrastructure, defence, energy, robotics, digital health and wearable applications.

The transaction was approved by both companies’ boards and includes up to $200 million in additional contingent consideration.

It is expected to close before the end of 2026, subject to regulatory approvals.

Analog Devices arranged an all-cash acquisition of Empower Semiconductor for $1.5 billion in May aimed at improving power density for AI compute.

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