Overview

• Tim Cook publicly acknowledged that Apple is trailing in AI and pledged to boost funding, pursue acquisitions and support ambitious moon-shot research.
• A new internal unit called Answers, Knowledge & Information (AKI) is developing a ChatGPT-style answer engine to power Siri, Spotlight and Safari with privacy-first, on-device processing.
• Apple has ramped up infrastructure spending with an order of roughly $1 billion in Nvidia GB300 racks and a $500 billion four-year U.S. investment plan that includes a Houston server plant.
• The company has scrapped its hybrid Siri architecture in favor of a ground-up rebuild led by Mike Rockwell, with a revamped Siri now targeted for spring 2026.
• Apple is recruiting engineers with search-engine expertise to bolster its AI talent pool, but analysts at LightShed Partners warn that slow delivery could put Tim Cook’s leadership at risk.