Finance · 04/29/2025

Apple's AI development faces challenges, transitioning from a leader to a laggard, prompting team restructuring. Confronted with competition from giants like Google and OpenAI, Apple is splitting its AI team to focus on core technologies, betting on robotics and smart glasses, and accelerating manufacturing in India. Whether Apple can regain its AI advantage remains to be seen. The company is undergoing significant strategic adjustments to address its perceived shortcomings in the AI space and to capitalize on emerging hardware opportunities.