Tim Cook Says Apple Is Open to M&A on the AI Front

Why It Matters

Apple's openness to AI acquisitions could speed its race to match rivals such as Google and Microsoft, while the upcoming Siri upgrade and expanded AI ecosystem are poised to boost device appeal and revenue growth.

Summary

Apple CEO Tim Cook told investors on the Q4 2025 earnings call that the company remains open to acquisitions and partnerships to accelerate its AI roadmap, maintaining a three‑pronged strategy of in‑house foundation models, third‑party LLM collaborations, and targeted M&A. He confirmed the next‑generation AI‑powered Siri is on track for a 2026 launch and highlighted progress on Private Cloud Compute, including new server manufacturing in Houston for Apple Intelligence. Cook also said AI is becoming an increasingly important factor in consumers’ smartphone purchasing decisions and signaled more AI partnerships like the OpenAI integration with Siri.