Apple Signals Openness to AI Mergers and Acquisitions Amid Future Plans for Siri
During the Q4 2025 earnings call, Apple CEO Tim Cook revealed the company’s intention to pursue mergers and acquisitions (M&A) as part of its artificial intelligence (AI) strategy. This strategic openness aims to enhance Apple’s advancements in AI technology, which he believes will significantly influence the market.
Cook reiterated the progress on the new AI-enhanced Siri, stating, “We’re making good progress on it, and as we’ve shared, we expect to release it next year.” This next-generation Siri is set for launch in 2026, highlighting Apple’s commitment to integrating advanced AI features into its products.
When fielding questions from analysts regarding Apple’s trifecta approach to personalized AI—comprising in-house development, partnerships with third-party large language model (LLM) providers, and potential acquisitions—Cook confirmed that Apple is actively monitoring the market for M&A opportunities. He emphasized that the company remains receptive to acquisitions that could facilitate its vision and push its AI roadmap forward.
In a pre-earnings interview, Cook hinted at the imminent announcement of new AI collaborations, similar to Apple’s current partnership with OpenAI, which aims to incorporate ChatGPT into Siri and Apple Intelligence. He stated, “Our intention is to integrate with more people over time,” indicating a broader strategy for collaboration.
Cook also provided insights into Apple’s cloud-based AI processing capabilities, mentioning the use of Private Cloud Compute for several Siri queries. He revealed that the manufacturing facility for the servers needed for Apple Intelligence has recently commenced operations in Houston and is expected to play a crucial role in bolstering Apple’s AI infrastructure.
Highlighting the importance of AI in consumer decision-making, Cook noted, “Apple Intelligence is a factor, and we’re very bullish on it becoming a greater factor” in the competitive smartphone market.
Key Points:
– Tim Cook indicates Apple’s openness to AI-related M&A.
– New AI-powered Siri expected to launch in 2026.
– Apple is pursuing a multi-faceted AI strategy, including partnerships and acquisitions.
– Upcoming AI collaborations, similar to OpenAI integration, are anticipated.
– Apple reinforces its AI infrastructure with dedicated server manufacturing.
