Guo Ji Jin Rong Bao·2025-12-02 10:03Core 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]