President Donald Trump convened the chief executives of the country's most powerful technology companies at the White House on Tuesday, September 29, to discuss artificial intelligence policy — but Apple, the world's most valuable consumer technology company, sent no representative to the table.
Neither Tim Cook, who stepped down as Apple's CEO in September and now serves as executive chairman, nor his successor John Ternus attended the gathering, even as leaders from every other major U.S. tech megacap were present.
Apple did not respond to questions about the meeting. The White House also declined to comment.
Social media speculation centered on whether Apple was left out because of its perceived lag in frontier AI development. Altimeter Capital CEO Brad Gerstner, a prominent Silicon Valley investor and Trump ally, pushed back on that framing in an interview on CNBC's "Squawk Box" Wednesday, calling Apple's absence a "nothing burger."
"I can assure you, they're very much read in on all of this, and I suspect they agree with all of it," Gerstner said.
Gerstner also noted that Cook had attended Trump's state dinner with Chinese President Xi Jinping less than a week before Tuesday's luncheon — underscoring that Apple's relationship with the administration remains intact.
As part of the transition from CEO to executive chairman, Apple noted that Cook would continue "engaging with policymakers around the world." Cook has made more than 10 public appearances at events during Trump's second term, including Trump's inauguration, meetings at the Oval Office, appearances at Davos, and state dinners on multiple continents.
Gerstner offered a more structural explanation for Apple's exclusion, saying the participants at the lunch were companies "really pushing the frontier on model development." Apple's in-house Apple Foundation Models are smaller and more efficient systems built to run on the company's own silicon inside iPhones and Mac computers — a fundamentally different architecture from the large-scale models built by OpenAI and Anthropic, both of which were represented at the meeting.
Apple also partners with Google on aspects of its AI development and spends far less on capital expenditures than rivals such as Google, Microsoft, Meta, and Amazon, which are each deploying hundreds of billions of dollars toward AI infrastructure.
The luncheon concluded with a tangible policy output: the White House and the leading AI companies signed an accord committing industry participants to various safety measures. Nvidia CEO Jensen Huang, OpenAI COO Greg Brockman, Meta CEO Mark Zuckerberg, Google CEO Sundar Pichai, and Anthropic CEO Dario Amodei all signed the document following the meeting.
Apple executives have been notably absent from the public debate around AI safety and alignment, which were central topics at the luncheon. Unlike OpenAI, Anthropic, Meta, and Microsoft — each of which has published lengthy position papers on AI alignment — Apple has not released comparable public statements on the subject.
Cook articulated that posture in a 2021 DealBook interview. "If it doesn't intersect — if it's something where we would just be another voice out there and not have a unique perspective to bring — then we don't say anything," he said.
Meanwhile, Apple's stock performance has not reflected any investor anxiety about its AI standing. Shares are up 22.5% so far in 2026, outpacing the Nasdaq and nearly all of its megacap peers.
One issue that could pull Apple more directly into the AI policy orbit is its reported pursuit of Chinese-made memory chips as prices rise globally — a move that requires a government license. Commerce Secretary Howard Lutnick said in an interview with The Wall Street Journal that "the Trump administration is not in favor of that," signaling potential friction ahead even as Cook has worked to keep relations with the administration smooth.
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