Why Apple avoiding a big AI acquisition could signal good news

In the midst of Apple’s AI challenges, some have called on the company to dip into its enormous bank account and make a splashy AI acquisition. Here’s why the lack of acquisition could signal something important about Apple’s current AI progress.

Apple is ‘open’ to AI acquisitions, but shows no sign of a big purchase

It’s been a big week for AI, with major new launches from companies like OpenAI and Anthropic.

Meanwhile, discourse surrounding Apple’s AI efforts remains glum.

Last week, the company posted huge quarterly earnings—better than Wall Street hoped for. Nevertheless, investors seemed far more interested in Apple’s AI struggles.

CEO Tim Cook, for his part, sought to ease concerns by signaling increased AI investment and an openness to acquisitions.

“We are significantly growing our investments,” Cook said about AI. “We’re embedding it across our devices, across our platforms and across the company.”

Cook said that Apple had acquired “around” seven companies so far this year although none had been “huge in terms of dollar amount.”

“We’re open to M&A that accelerates our roadmap,” Cook said.

Despite Apple’s openness to acquisitions, there’s no sign that any blockbuster deal is in the works.

Could Apple be planning to buy a big AI company? Perhaps. But the lack of any such AI acquisition materializing could say a lot about the company’s confidence in internal progress.

Behind the scenes at Apple, AI progress may be better than it seems

Apple has a well-known reputation for secrecy. It doesn’t typically talk about unreleased products.

As a result, all we can gather about Apple’s internal AI efforts is what the company tells us, and what leaks.

• In typical fashion, what Apple’s telling us is practically nothing. Just the expected affirmation that it’s making progress.
• Leaks, however, haven’t painted the most encouraging picture. High-profile departures from the foundation models team, plus a big executive shake-up for Siri leadership have caused concern.

Maybe Apple’s AI efforts truly are in trouble.

But if things were as bad as they appear, a splashy, high-cost AI acquisition would be the obvious fix.

Apple has the money. Wall Street would likely be thrilled. Users would benefit from better AI features sooner.

Why wouldn’t Apple acquire someone?

There are plenty of potential reasons. But perhaps the best one: execs are confident they don’t need to.

Tim Cook, Craig Federighi, and the rest of Apple leadership all know how important AI is. They also know how things are going internally better than anyone else.

Maybe I’m being overly optimistic, but I think the lack of big AI acquisition could be a sign that Apple feels confident in its current progress.

In typical fashion, we may not see the fruit of that progress until, say, iOS 26.4 next spring. But even as competitors surge ahead with new innovations, Apple’s ecosystem lock-in should buy it time to catch up.

Do you think Apple’s lack of big AI acquisition is a good sign or a bad one? Let us know in the comments.

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