仅事实
苹果加大人工智能投资并考虑收购以推进战略
摘要
苹果公司首席执行官蒂姆·库克表示，公司正在增加对人工智能的投资，并且保持开放态度，考虑通过收购加速其人工智能战略。今年苹果已完成七项收购，计划在其产品中推出更多人工智能新功能。
苹果正在加大对人工智能的关注，首席执行官蒂姆·库克在公司2025财年第三季度财报电话会议上表示，人工智能是“我们这一生中最深远的技术之一”，苹果正在将其嵌入到设备、平台和运营中。库克指出，公司正在“显著增加对人工智能的投资”，并重新调配员工以支持这些工作。“我们有一支非常出色的团队，我们正在全力以赴投入其中，”他说。
公司报告称，由于人工智能投资，资本支出有所增加，但仍采用部分依赖第三方资本的混合模式，限制了支出的指数级增长。在接受CNBC采访时，苹果表示愿意通过并购加速人工智能路线图，今年已收购七家公司，收购金额均不大。库克补充说，苹果大约每隔几周就会完成一次收购。
苹果因部分人工智能功能（包括Siri改进）交付延迟而受到批评，但公司坚持优先推出可靠产品，而非抢先上市。迄今为止，公司已推出20多项人工智能驱动的功能，如视觉智能和写作工具，计划今年晚些时候推出更多功能，包括实时翻译和人工智能健身助手。然而，更先进的Siri更新已推迟至2026年。库克告诉投资者，公司在Siri更新方面“取得了良好进展”。
针对有关人工智能硬件未来的猜测，库克表示，尽管新设备将出现，但他预计iPhone仍将保持核心地位，暗示人工智能设备更可能是对现有产品的补充，而非替代。苹果报告称，iPhone销售表现好于预期，季度收入创纪录，推动其股价在盘后上涨。
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