苹果公司CEO蒂姆·库克近日表示，公司正“显著”增加在人工智能领域的投资，并对进行并购以加速AI发展持开放态度。此番言论发布于苹果第三季度财报公布之际，该季度苹果营收达940亿美元，同比增长10%。尽管苹果在AI竞赛中被认为相对滞后，且面临人才流失等挑战，但公司正积极寻求与OpenAI、Anthropic等AI初创公司的合作，并考虑重大收购以提升竞争力。库克强调，AI将贯穿苹果的设备、平台和整个公司。除AI领域的布局，苹果的iPhone、Mac和服务业务均表现强劲，但公司也面临潜在的关税挑战以及对中国生产依赖的调整。

🍎 苹果CEO库克明确表示，公司正大幅增加对AI的投资，并且对通过并购来加速AI发展持开放态度。这一声明是在苹果公布第三季度财报的同时发布的，显示出公司在AI战略上的积极进取姿态，以应对在AI领域与竞争对手的差距和挑战。

🚀 尽管苹果在AI领域被认为起步较晚，并且面临Meta等公司挖角工程师的竞争，但其正积极寻求外部合作，包括与OpenAI和Anthropic等AI巨头商讨合作，甚至考虑收购AI搜索初创公司Perplexity，以期快速弥补技术短板，并在AI能力上迎头赶上。

💻 库克表示，AI技术将被“嵌入到我们的设备、我们的平台以及整个公司”。尽管苹果对AI增强版Siri的计划备受关注，但由于可靠性问题，其发布时间仍不确定。这表明苹果在AI技术的落地和用户体验方面，仍在谨慎推进。

💰 尽管AI领域的投入巨大且面临挑战，苹果的核心业务依然表现稳健。iPhone业务同比增长13%，Mac收入也因新品发布而增长，服务业务更是创下历史新高，显示出公司强大的市场基础和盈利能力。

🌍 苹果的全球化运营也面临地缘政治和贸易政策的潜在影响。美国总统特朗普的关税威胁以及苹果为降低对中国生产依赖而进行的生产调整（如转向印度），都可能对公司成本和战略布局产生一定影响。

Apple CEO Tim Cook says the company is “open” to mergers and acquisitions as it “significantly” increases its investment in AI, as reported by CNBC. Cook’s statements were made alongside the release of Apple’s third-quarter earnings results, which revealed that the iPhone-maker raked in $94 billion between April and June, marking a 10 percent increase over the same period last year.

The remarks come as Apple continues to be seen as behind the AI race, with its efforts on Apple Intelligence lagging relative to its peers and Meta poaching some of its top engineers. The company is increasingly turning to AI startups for help — and reports have suggested that Apple is even open to making big acquisitions to catch up.

Last month, a report from Bloomberg said that Apple may enlist the help of AI giants, like OpenAI and Anthropic, to power its “LLM Siri.” Bloomberg also reported in June that Apple leaders discussed acquiring the AI search startup Perplexity. The discussions come after Apple swapped in Vision Pro head Mike Rockwell as the leader of AI and Siri in March.

When speaking about AI, Cook said the company is “embedding it across our devices, across our platforms and across the company,” according to CNBC. Though Apple has touted big plans for an AI-enhanced version of Siri, the timing of its release remains uncertain after the company delayed the revamp. Apple’s SVP of software, Craig Federighi, said it just wasn’t “reliable” enough to release broadly.

Despite the AI hiccups, Apple’s core businesses remain strong. Apple’s iPhone business grew 13 percent year over year to $44.6 billion. Mac revenue also saw a boost, reaching $8.1 billion in revenue, likely due to Apple releasing a new MacBook Air in March. Revenue from Apple’s services, which include subscriptions to things like Apple TV Plus, iCloud, and Apple Music, saw a 13 percent increase to $27.4 billion, which Apple says is an “all-time high.”

There may be other challenges coming for those businesses, though. In May, Apple said that President Donald Trump’s tariffs could cost the company at least $900 million during the June quarter. There’s a chance these costs could go even higher, as Trump has threatened Apple with a tariff of “at least” 25 percent if the company doesn’t bring production to the US. Apple has already shifted some of its production to India to decrease its reliance on China, a move Trump isn’t a fan of.

Apple is expected to launch its new iPhone 17 lineup sometime in September. iOS 26 should be released around the same time, delivering the “Liquid Glass” design language that has some users divided.