Apple CEO Tim Cook dinner signaled to traders the corporate continues to be open to acquisitions and partnerships to maneuver issues ahead on the AI entrance.
The feedback had been made this week throughout the firm’s This fall 2025 earnings name. The exec additionally provided a quick replace about Apple’s next-generation, AI-powered Siri, saying the service was nonetheless on monitor to launch in 2026.
“We’re making good progress on it, and as we’ve shared, we count on to launch it subsequent yr,” Cook dinner mentioned throughout his opening remarks.
One analyst on the decision additionally requested Cook dinner if Apple was nonetheless pursuing a three-pronged strategy when it got here to the event of its personalised AI — that means a mix of in-house Apple basis fashions, partnerships with third-party LLM suppliers, and acquisitions.
Cook dinner responded that Apple was nonetheless open to the latter, noting the corporate regularly surveils the market on M&A and is “open to pursuing M&A if we expect that it’ll advance our roadmap.”
In a pre-earnings interview with CNBC, Cook dinner famous that Apple was getting ready to announce extra AI partnerships just like the one it has with OpenAI to combine ChatGPT into Siri and Apple Intelligence.
“Our intention is to combine with extra individuals over time,” Cook dinner instructed the outlet.
On the earnings name, Cook dinner additionally talked about how Apple creates basis fashions, ships them on gadgets, and makes use of them in Non-public Cloud Compute, its cloud intelligence system designed particularly for personal AI processing.
Cook dinner shared later within the name that Apple is already utilizing its Non-public Cloud Compute expertise for quite a few Siri queries and is constant to construct out that infrastructure.
“In truth, the manufacturing plant that makes the servers used for Apple Intelligence simply began manufacturing in Houston a couple of weeks in the past, and we’ve acquired a ramp deliberate there to be used in our knowledge facilities. And, you recognize, it’s strong,” he mentioned.
Cook dinner moreover advised that AI was a think about shoppers’ decision-making course of in terms of deciding on a brand new smartphone.
“I might say that Apple Intelligence is an element, and we’re very bullish on it turning into a higher issue,” he mentioned.
