Apple Stock News: AI Deal
Apple Stock News: Apple will begin mass production of its own AI server chips in the second half of 2026, temporarily relying on cooperation with Google. The company faces short-term difficulties in developing AI technologies ahead of the WWDC conference and rapidly growing user expectations from cloud solutions. Partnership with Google helps alleviate the tension while Apple develops its own technologies. Server chips will go into production in 2026, and proprietary data centers will appear in 2027 when demand for hybrid and local AI tasks is expected to increase.
Innovation Slows
Apple’s U.S. patent activity decreased significantly in 2025, dropping to sixth place in the annual ranking of top patent grantees. Despite increasing investments in AI, silicon design, and software, Apple saw a 12% decrease in granted patents compared to 2024. Total U.S. patent grants fell slightly, while applications dropped by 9%, marking the lowest level since 2019. Competitors like Samsung maintained their lead, while others gained ground in areas like computing infrastructure and energy storage.
Mac Shipments
Apple’s Mac shipments remained flat in Q4 2025, despite a 9.6% increase in global PC shipments. Apple sold 7.1 million Macs, maintaining its fourth-place rank behind Lenovo, HP, and Dell, who experienced double-digit growth. For the full year, however, Apple’s Mac shipments grew by 11.1%, surpassing the overall PC market growth of 8.1%.
