New details on Apple-Google AI deal revealed, including Nvidia chips: report - 9to5Mac

Apple is set to unveil its next wave of AI features at WWDC 2024, with new details emerging about its collaboration with Google. According to a report by The Information, Apple is leveraging Google's ... Read original →

Apple's deepening AI integration with Google is triggering a cascade across semiconductor and cloud infrastructure stacks. The reliance on NVIDIA’s H100-class chips for distilling Gemini models intensifies demand for leading-edge 3nm EUV capacity and advanced packaging—bolstering NVIDIA’s dominance. Yet outsourcing cloud inference undermines Apple’s 'full-stack control' narrative, forcing adoption of confidential computing as a privacy fig leaf—a geopolitical compromise disguised as innovation. Regulatory headwinds from the EU AI Act and U.S. export controls will inflate compliance costs, especially when data flows intersect with Taiwan, China-based manufacturing. Facing Microsoft-OpenAI and Samsung-Google alliances, Apple’s move reveals on-device AI limitations, likely accelerating acquisitions like Liquid AI. Over the next 18 months, hybrid on-device/cloud AI will become premium smartphone table stakes, while NVIDIA’s software-hardware moat further marginalizes AMD and custom ASIC rivals.