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10-KApple Inc.AAPLJan 15, 2026
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Item 1A. Risk FactorsPage 24
The Company faces significant risks related to artificial intelligence regulation across multiple jurisdictions. New legislative proposals in the European Union and United States may require additional disclosures regarding AI-powered features integrated into consumer products, potentially impacting time-to-market for new services.
Our data center segment, which includes products designed for artificial intelligence training and inference workloads, generated $39.3 billion in revenue. The rapid adoption of AI across enterprise customers continues to accelerate demand for our Blackwell architecture GPUs and networking solutions.
Azure and other cloud services revenue increased 29% driven by strong demand for AI services. Our partnership with OpenAI continues to provide differentiated artificial intelligence capabilities that are being adopted across industries from healthcare to financial services.
Performance-based equity awards for named executive officers incorporate metrics tied to AI product adoption milestones. The Compensation Committee considered the strategic importance of artificial intelligence leadership in determining FY2025 annual incentive payouts.
Full Self-Driving technology, powered by our proprietary AI neural networks, achieved supervised autonomous capability in additional markets. We continue to invest heavily in artificial intelligence compute infrastructure including our Dojo supercomputer training cluster.
Amazon Bedrock, our managed AI foundation model service, saw customer adoption grow over 300% year-over-year. We offer the broadest selection of artificial intelligence and machine learning capabilities of any cloud provider, enabling customers to build generative AI applications at scale.