Apple CEO Tim Cook signaled to investors that the company is still open to acquisitions and partnerships to move things forward on the AI front.
Recently, during Apple’s Q4 2025 earnings call, CEO Tim Cook shared some intriguing insights regarding the company’s strategy on artificial intelligence (AI). He emphasized that Apple is keen on both acquisitions and partnerships to propel its AI initiatives forward. With the tech landscape evolving rapidly, these strategies signal Apple’s commitment to remaining at the forefront of AI technology.
Cook excitedly updated investors about the next-generation, AI-powered Siri, affirming that it is on schedule for a 2026 launch. “We’re making good progress on it, and as we’ve shared, we expect to release it next year,” he stated, underlining Apple’s continuous efforts to enhance its digital assistant. This next iteration of Siri promises to incorporate advanced AI capabilities, enabling a more intuitive user experience.
The earnings call also featured an insightful inquiry from an analyst regarding Apple’s strategic approach to developing its personalized AI. Cook elaborated on the company’s three-pronged approach, which includes building in-house AI foundation models, collaborating with third-party large language model (LLM) providers, and remaining open to acquisitions. He emphasized that Apple is actively monitoring the mergers and acquisitions (M&A) landscape with an eye toward opportunities that could advance their roadmap.
In a pre-earnings interview with CNBC, Cook hinted that Apple plans to unveil more AI partnerships similar to its collaboration with OpenAI, which aims to integrate ChatGPT functionality into Siri and the broader Apple Intelligence framework. He remarked, “Our intention is to integrate with more people over time,” signaling a commitment to developing a rich ecosystem of AI tools and platforms.
Another intriguing point made during the earnings call was Cook’s discussion about Apple’s innovative infrastructure for AI. He explained how Apple is not just creating foundation models but is also integrating these models into its devices and utilizing them in its Private Cloud Compute system. This cloud intelligence framework is designed specifically for private AI processing, allowing Apple to maintain user privacy while leveraging powerful AI capabilities.
Cook also revealed that Apple is currently employing its Private Cloud Compute technology for various Siri queries, which demonstrates the practical application of its AI tools in real-world scenarios. He noted, “In fact, the manufacturing plant that makes the servers used for Apple Intelligence just started manufacturing in Houston a few weeks ago, and we’ve got a ramp planned there for use in our data centers. And, you know, it’s robust.” This highlights Apple’s commitment to building a strong infrastructure that supports its AI ambitions.
Additionally, Cook touched on the influence of AI in consumer decision-making, particularly when it comes to selecting new smartphones. “I would say that Apple Intelligence is a factor, and we’re very bullish on it becoming a greater factor,” he remarked. This notion highlights how vital AI capabilities are becoming in the competitive smartphone market, influencing not just user experience but also purchasing choices.
Inspired by: Source
