Apple is tightening some employees’ daily budgets for AI tools while continuing to invest heavily in research and development. Bloomberg reports that some engineers’ caps fell from $300 to $200 in October, with further cuts to $100 under consideration for some engineering teams. Apple’s fiscal 2026 R&D spending, meanwhile, rose 32% to a record $45.77 billion.
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What Apple reportedly changed
The reported reductions apply to some employees, not necessarily every engineer or AI user at Apple. Bloomberg says the company lowered some engineers’ daily spending caps from $300 to $200 and is considering limits as low as $100 for some engineering teams.
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Other reporting says some non-engineering groups already have $100 daily caps, that reductions to $25 have been considered for some teams, and that employees can seek exceptions through senior leaders. These are reported limits and proposals—not confirmation that every group has the same policy.
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A spending cap sets a ceiling; it does not show how much employees actually spend each day. The available reporting also does not establish how much the restrictions will save.
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Cost controls alongside rising R&D
Apple’s reported employee limits sit alongside a much larger investment picture. Its fiscal 2026 R&D spending reached $45.77 billion, up from $34.55 billion in fiscal 2025—a 32% increase.
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Apple also guided to December-quarter operating expenses of $20.4 billion to $20.8 billion, with year-over-year growth of 11% to 13%. The earnings-call reporting links the increase to continued R&D investment, particularly in AI.
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Taken together, the figures point to a distinction between controlling day-to-day employee use of AI tools and funding the company’s broader research and product work. They do not, on their own, show that Apple is reducing its overall AI investment.
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What the reports do—and don’t—show
The clearest supported takeaway is that Apple is seeking to rein in some employee AI-tool costs while pursuing wider AI use and increasing R&D spending.
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The reported caps do not reveal actual usage, total savings, or whether employees’ work will change as a result. Those outcomes should not be inferred from the spending limits alone.