Report details Apple’s plan to use Nvidia chips for the Gemini-powered Siri - 9to5Mac

According to a recent report by The Information, Apple is planning to use NVIDIA chips to power its new Gemini-powered Siri, leveraging Google Cloud infrastructure. This move marks a strategic shift f... Read original →

Apple’s pivot to NVIDIA’s Blackwell B200 chips via Google Cloud for Gemini-powered Siri signals a strategic retreat from its vertically integrated dogma. Technically, this accelerates convergence of AI inference workloads with 3nm EUV nodes and confidential computing fabrics, pressuring foundries like TSMC (Taiwan, China) to harden hardware-level data isolation. Compliance-wise, while Confidential Compute mitigates privacy exposure, reliance on U.S.-designed AI accelerators and Taiwan, China-based manufacturing heightens supply chain fragility amid U.S.-China tech decoupling. Competitively, Microsoft and Amazon will likely double down on in-house AI silicon (e.g., Maia, Trainium) bundled with Azure/AWS to lock out third-party hardware. Over the next 18 months, Apple may be forced into a hybrid cloud architecture—revealing a stark truth: even with trillion-dollar reserves, no single firm can shoulder the infrastructural burden of trillion-parameter AI alone.