Core Insights - Apple announced the retirement of John Giannandrea, Senior Vice President of Machine Learning and AI Strategy, who will continue as a consultant until spring 2026 [1][4] - Amar Subramanya, a renowned AI researcher, has joined Apple as Vice President of AI, reporting to Senior Vice President of Software Engineering Craig Federighi [1][4] Group 1: Leadership Changes - Giannandrea has played a crucial role in Apple's AI and machine learning strategy since joining in 2018, building a world-class team responsible for key AI technologies [4] - Subramanya will lead critical areas including Apple's foundational models, machine learning research, and AI safety and assessment [4] - Giannandrea's team will be taken over by COO Sabih Khan and Senior Vice President of Services Eddy Cue to ensure closer alignment with similar organizations [4] Group 2: Background of New Leadership - Subramanya previously served as Vice President of AI at Microsoft and spent 16 years at Google, where he was the engineering lead for Gemini Assistant [4] - Apple's CEO Tim Cook expressed gratitude for Giannandrea's contributions and highlighted the importance of Subramanya's expertise for Apple's ongoing innovation [4] Group 3: Strategic Focus on AI - AI has been a core part of Apple's strategy, with Cook emphasizing the significance of Subramanya's addition to the leadership team [4] - The company is working on enhancing Siri's personalization features, which have faced delays in previous updates [4] Group 4: Financial Commitment to AI - Apple is increasing its investment in AI, with CFO Kevin Palerik stating that operational expenditures for the next quarter are expected to be between $18.1 billion and $18.5 billion, primarily driven by R&D [5]

纳德拉表示："无论是人工智能系统、前沿模型，还是全球范围内的各类人工智能产品，美国始终保持 领先。这不仅得益于美国科技行业的创新才智，更因为美国的技术体系是全球最受信赖的技术架构。" 纳德拉认为，若欧洲能着力推动人工智能技术在各行业的实际应用与广泛普及，就有望在全球人工智能 领域成为最大赢家之一。 他说："坦白来讲，未来能在这场竞争中脱颖而出的国家，必然是那些能大规模推广人工智能应用，将 其广泛运用于经济发展、医疗健康、制造业及教育等多个领域，并借此推动经济增长的国家。" 微软首席执行官于周一表示，微软正日益将欧洲视为其人工智能战略布局的核心地区。 萨提亚・纳德拉在《高管面对面》播客节目中称："我们正投入资本在德国乃至整个欧盟进行有风险的 投资。" 他补充道："这些并非设在美国的人工智能工厂或云计算中心，而是落地于欧洲大陆及欧洲各国本土的 实体设施。" 在访谈中，纳德拉着重强调，数字主权对任何国家而言都是关键考量因素。 "我认为无论是欧盟层面，还是像德国这样的单个国家层面，主权问题都至关重要。"他说道，"因此， 每个国家都希望保障供应的持续性与抗风险能力，同时拥有自主运营的主动权。这也是我们做出这些投 资承诺 ...

Core Insights - Apple has appointed Amar Subramanya as the new head of AI, replacing John Giannandrea, amid ongoing challenges with Siri's major upgrade [1][3][5] - Giannandrea's departure marks a significant structural change within Apple's AI team, which has struggled to keep pace with competitors in the AI space [3][4][6] - The transition reflects a shift in strategy, integrating AI more closely with the core operating systems team rather than operating as an independent unit [6][7] Leadership Changes - Giannandrea has been relieved of his duties as Senior Vice President of Machine Learning and AI Strategy, with his independent AI organization being dissolved [3][4] - Subramanya, previously at Microsoft and Google, will report directly to Craig Federighi, indicating a more integrated approach to AI development within Apple's software engineering team [5][6] Strategic Implications - The restructuring aims to embed AI capabilities across all operational levels of the company, with other department heads taking over Giannandrea's remaining responsibilities [7] - Apple is focusing on rebuilding the Siri architecture, with a new timeline pushing advanced features to the spring of 2026, which is significantly behind competitors [8][9] Competitive Landscape - Apple has been criticized for lagging behind in generative AI, entering the field two years after OpenAI's ChatGPT became a benchmark [3][4] - Competitors like Google and Amazon have already launched advanced AI products, putting pressure on Apple to accelerate its development efforts [9][10] Internal Challenges - The AI team has faced high turnover, with key members leaving, including the founding chief scientist of the foundational models team [10] - Technical issues with Siri's integration of generative AI have led to significant operational challenges, described internally as a "disaster" [8]

苏布拉曼尼亚在加盟苹果前，曾担任微软AI企业副总裁，更早之前则在谷歌任职长达16年，并曾领导谷歌Gemini的工程技术团队。苹果在声 明中强调，他在AI与机器学习领域"深厚的专业知识"，将对"苹果持续创新及未来苹果智能功能的发展至关重要"。 图：苹果AI业务负责人约翰·詹南德雷亚 美国当地时间12月1日，苹果公司宣布其人工智能（AI）业务负责人约翰·詹南德雷亚（John Giannandrea）即将卸任，并将于2026年春季正式 退休。 在退休前过渡期内，詹南德雷亚将转任公司顾问。其职务将由前微软AI研究员阿马尔·苏布拉曼尼亚（Amar Subramanya）接替，后者将担任苹 果AI副总裁，向公司工程主管克雷格·费德里吉（Craig Federighi）汇报工作，并负责领导苹果基础模型、机器学习研究以及AI安全与评估等团 队。 图：微软前AI高管阿马尔·苏布拉曼尼亚将负责苹果AI业务 与此同时，詹南德雷亚原负责的部分团队——包括AI基础设施、搜索与知识等——将调整至萨比赫·汗（Sabih Khan）和埃迪·库伊（Eddy Cue）的管理之下。其中，萨比赫·汗为苹果新任首席运营官，今年早些时候接替了杰夫·威廉 ...

#微软前高管接任苹果AI副总裁# 【John Giannandrea卸任苹果AI战略负责人，微软前高管接任】#苹果 AI副总裁换人# 苹果公司当地时间12月1日宣布，机器学习和人工智能战略高级副总裁约翰·詹南德雷亚 （John Giannandrea）将卸任现职，在2026年春季退休前担任公司顾问。同时，知名人工智能研究员阿 马尔·苏布拉马尼亚（Amar Subramanya）已加入苹果，担任人工智能副总裁。苏布拉马尼亚将领导关键 领域，包括苹果基础模型、机器学习研究以及人工智能安全与评估。苏布拉马尼亚此前担任微软人工智 能企业副总裁，曾在谷歌任职16年，离职前担任谷歌Gemini助手工程负责人。（界面，泽塔） ...

Group 1 - Apple announced a significant leadership change in its AI division, with John Giannandrea stepping down and Amar Subramanya taking over [1][2] - Subramanya, previously at Microsoft and Google DeepMind, will report to Craig Federighi, who has played a key role in Apple's AI initiatives [2] - The transition comes as experts note that Apple has fallen behind competitors in the AI space since the launch of ChatGPT by OpenAI in 2022 [1][2] Group 2 - The Apple Intelligence suite, aimed at positioning Apple alongside AI leaders like OpenAI and Google, has not received widespread acclaim, with key features delayed until 2026 [2] - Despite a 16% increase in Apple's stock price in 2025, it still lags behind other major tech companies that have heavily invested in AI infrastructure [3] - Apple's AI strategy differs from competitors, focusing on local device processing rather than cloud-based solutions, and it has partnered with OpenAI to integrate ChatGPT into its products [3] Group 3 - Jony Ive's sale of his startup to OpenAI for $6.4 billion indicates a shift towards AI-driven hardware, with a prototype already developed [3] - Analysts highlight that while Apple has built strong brand loyalty since the iPhone's launch in 2007, the upcoming era of AI-driven hardware products poses new challenges [3]

Core Insights - Apple announced a significant personnel change with the retirement of John Giannandrea, Senior Vice President of Machine Learning and AI Strategy, set for Spring 2026, after nearly ten years with the company [1][3] - Amar Subramanya, a former Microsoft executive, has joined Apple as Vice President of AI, reporting directly to Senior Vice President of Software Engineering, Craig Federighi [3] Company Developments - Giannandrea has been instrumental in shaping Apple's machine learning and AI strategy since joining in 2018, overseeing advancements in core technologies such as Siri, computer vision, and natural language processing [3] - Under Giannandrea's leadership, Apple made significant strides in AI privacy protection, notably launching "differential privacy" and "on-device machine learning" frameworks in 2021 [3] - The Apple Neural Engine, which Giannandrea advocated for, has been integrated across all products, providing hardware support for real-time AI computations [3] Future Product Expectations - Supply chain reports suggest that the upcoming iPhone 18 series, expected in Fall 2026, may feature an upgraded Siri capable of more complex contextual understanding and multitasking [3] - Additionally, the Apple Watch may introduce health risk prediction features that utilize AI to analyze user biometrics [3]

Core Insights - Apple announced the retirement of John Giannandrea, the Senior Vice President of Machine Learning and AI Strategy, who will continue as a consultant until spring 2026 [1][2] - Amar Subramanya, a notable AI researcher from Microsoft, has been appointed as the new Vice President of AI, reporting to Senior Vice President Craig Federighi [1][2] - Giannandrea's responsibilities will be redistributed among Sabih Khan and Eddy Cue to enhance collaboration with related teams [1] Group 1 - Subramanya previously worked at Microsoft and Google, bringing extensive experience in AI and machine learning research, which is crucial for Apple's innovation and future AI capabilities [2][3] - Tim Cook expressed gratitude for Giannandrea's contributions and welcomed Subramanya, emphasizing the importance of AI in Apple's strategy [2] - Under Giannandrea's leadership, Apple initially took a cautious approach to generative AI but later launched a series of features under the "Apple Intelligence" branding [3] Group 2 - The ambitious project to upgrade Siri is still in development, with a new version expected to be released in 2026, delayed from an initial 2024 launch due to a shift from Apple's in-house AI model to Google's Gemini model [3] - The upgraded Siri is anticipated to coincide with Giannandrea's retirement, highlighting a significant transition in Apple's AI strategy [3]

12月1日，苹果公司宣布，其人工智能（AI）部门主管约翰·詹纳安德里亚 (John Giannandrea) 将卸任该 职位，将由阿玛尔·苏布拉马尼亚 (Amar Subramanya) 接替，这位人工智能研究人员最近在微软工作。 根据他的领英资料显示，在此之前，他曾在谷歌的DeepMind工作。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 詹纳安德里亚此前是高级副总裁，直接向苹果 CEO 蒂姆·库克汇报。 苹果表示，詹纳安德里亚将继续担任顾问，直到明年春天。 风险提示及免责条款 苹果公司表示，苏布拉马尼亚将担任苹果的人工智能副总裁，并向软件主管克雷格·费德里吉 (Craig Federighi) 汇报工作。 ...

格隆汇12月2日｜据Politico，微软首席执行官纳德拉周一表示，随着欧洲大陆寻求加强数字独立，他的 公司日益将欧洲视为其人工智能战略的关键地区。微软正在欧洲投资的科技，但欧洲大陆需要接受人工 智能的采用和重新培训，才能成为全球科技竞争对手。纳德拉强调，数字主权对任何国家来说都是一个 关键的考虑因素。他说："我认为，无论是在欧盟层面，还是在国家层面，比如在德国，主权都是一个 重要的考虑因素。因此，每个国家都希望确保供应的连续性，确保供应的弹性。" ...