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Apple Boosts AI Spending, Open to Bigger Acquisitions
1 Aug
Summary
- Apple CEO signals increased AI and data center investments
- Apple open to acquiring larger AI companies to accelerate roadmap
- Apple may rework Safari browser with AI-powered search functions
As of August 1st, 2025, Apple is set to shift its strategy and prioritize investments in artificial intelligence (AI) and data centers. In a recent conference call, Apple CEO Tim Cook signaled the company's readiness to spend more to keep pace with competitors like Microsoft and Google in the AI space.
Apple has historically been more fiscally conservative, relying on outside data center providers and in-house AI development. However, the company now faces a unique crossroads, with potential challenges to its lucrative Google search deal and the rise of AI-powered startups like Perplexity.
To address this, Apple plans to substantially increase its data center spending and is open to acquiring larger AI companies that can help accelerate its roadmap. The company has already acquired seven smaller firms this year, but Cook indicated they are not limited by size when it comes to potential acquisitions.
Additionally, Apple executives have discussed reworking the company's Safari browser with AI-powered search functions, potentially challenging Google's dominance in this area. This move underscores Apple's determination to strengthen its AI capabilities and better compete in the rapidly evolving technology landscape.
