Apple's Next CEO Is a Hardware Chief — Here's the AI Strategy Behind the Pick

Apple has named hardware engineering chief John Ternus its next CEO, succeeding Tim Cook on September 1. The selection signals the company's bet on on-device AI: models that run on Apple's own chips rather than relying on cloud data centers. While competitors pour tens of billions into AI infrastructure each year, Apple's AI research spending has remained flat — a deliberate posture, not a shortfall.