Apple reshuffles AI leadership as Giannandrea steps down

CUPERTINO - Apple announced Monday that John Giannandrea, senior vice president for Machine Learning and AI Strategy, will step down from his position to serve as an advisor before retiring in spring 2026. The leadership change comes as the tech giant, currently valued at $4.17 trillion, continues its push into artificial intelligence while trading near its 52-week high of $280.38.

The company has appointed Amar Subramanya as vice president of AI, who will report to Craig Federighi, Apple’s senior vice president of Software Engineering. Subramanya will lead Apple Foundation Models, ML research, and AI Safety and Evaluation.

Subramanya joins Apple after serving as corporate vice president of AI at Microsoft. Previously, he spent 16 years at Google, where he headed engineering for Google’s Gemini Assistant.

The remaining portions of Giannandrea’s organization will be redistributed to Sabih Khan and Eddy Cue to align with similar teams within the company.

"We are thankful for the role John played in building and advancing our AI work, helping Apple continue to innovate and enrich the lives of our users," said Tim Cook, Apple’s CEO, in a press release statement.

Giannandrea joined Apple in 2018 and has led the development and deployment of AI technologies. His team has been responsible for Apple Foundation Models, Search and Knowledge, ML Research, and AI Infrastructure. According to InvestingPro data, Apple boasts a perfect Piotroski Score of 9, indicating exceptional financial strength as it continues investing in AI development.

Federighi, who gains expanded AI responsibilities with Subramanya’s appointment, has been overseeing Apple’s efforts to bring "a more personalized Siri to users next year," according to the company.

The leadership changes come as Apple continues to develop its Apple Intelligence features and other AI-related technologies. While Apple’s stock has seen a remarkable 39.13% price return over the past six months, InvestingPro analysis indicates the stock may be overvalued with an RSI suggesting overbought territory. Investors seeking deeper insights can access the comprehensive Pro Research Report, available for Apple and 1,400+ other top US equities, which transforms complex data into actionable intelligence for smarter investment decisions.

In other recent news, Apple reported increased lead times for its iPhone 17 series, aligning with typical Black Friday shopping patterns. The average lead time now stands at approximately six days, compared to a four-day average during the same period last year, indicating stronger demand. JPMorgan has maintained its Overweight rating for Apple, with a price target of $305.00, following this analysis of product availability. Additionally, Apple has filed a legal challenge in the Delhi High Court against a change in India’s competition law, which could allow penalties based on global turnover. The court has requested a response from the Indian government and will hear further arguments in December. In Europe, Apple informed the European Commission that its Ads and Maps services meet the thresholds set by the Digital Markets Act, as part of regulatory compliance. Furthermore, Apple has streamlined its sales division by cutting dozens of positions to better focus on business, education, and government customers, as reported by Bloomberg. These developments reflect Apple’s ongoing adjustments in response to market demands and regulatory environments.

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