Apple(US:AAPL) 财联社·2025-12-02 01:39Core Viewpoint - The article discusses the resignation of John Giannandrea, Apple's senior vice president for Machine Learning and AI Strategy, and the appointment of Amar Subramanya as his successor, highlighting the challenges Apple faces in the AI sector compared to competitors [1][3][9]. Group 1: Leadership Changes - John Giannandrea will step down from his position and serve as an advisor until his retirement in spring 2026 [1][4]. - Amar Subramanya, previously a corporate vice president of AI at Microsoft and with 16 years of experience at Google, will take over as vice president of AI, reporting to Craig Federighi [2][6]. - The transition of leadership is immediate, with Subramanya set to lead critical areas such as Apple Foundation Models, ML research, and AI Safety and Evaluation [4][10]. Group 2: AI Strategy and Challenges - Since joining Apple in 2018, Giannandrea has been instrumental in developing the company's AI and machine learning strategy, but the company has struggled to deliver standout achievements in the AI field [3][5]. - Experts have noted that Apple has fallen behind its tech peers in AI since the launch of ChatGPT by OpenAI in 2022, with significant delays in improving the Siri assistant, now expected in 2026 [9][10]. - Despite a 16% increase in Apple's stock price in 2025, the company is perceived as lagging behind competitors who have invested billions in AI data centers, chips, and cutting-edge models [10][11]. Group 3: Future Directions - Apple plans to significantly increase its investment in AI, with intentions to integrate ChatGPT into its products like Siri [11]. - The company aims for its AI technologies to operate on its devices rather than relying heavily on cloud computing, differentiating its approach from that of Microsoft, Google, and Meta [11].