PYMNTS
04 Jun 2026, 19:40 UTC · 2h ago
Apple Taps Google to Prep Siri For September Revamp
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PYMNTS
04 Jun 2026, 19:40 UTC · 2h ago
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Story key points
4 claims · impact-rated
Apple will utilize Google Cloud servers and Nvidia Blackwell B200 chips to power parts of the reworked Siri. — This represents a significant revenue win and validation for Nvidia and Google Cloud, while showing Apple's dependency on third-party AI infrastructure.
+0.60Apple is reportedly launching a more sophisticated, personalized version of Siri in September. — A successful AI integration is a primary catalyst for an iPhone upgrade cycle, potentially boosting Apple's hardware sales.
+0.40Apple has struggled to create a usable version of the new Siri using only its own in-house AI models. — This suggests a technical gap in Apple's proprietary AI development compared to its competitors.
-0.30Continue reading
6 related stories
Apple will employ Nvidia's confidential compute feature to encrypt data processed on Google's servers to maintain privacy standards. — Mitigates the reputational risk and security concerns associated with Apple moving customer data to a competitor's cloud.
Ticker attribution
Model heads
Apple will use Nvidia's Blackwell B200 chips and confidential compute features for its AI rollout.
Apple is utilizing Google's cloud servers and infrastructure to power the new Siri experience.
The company is launching a sophisticated Siri overhaul, though it has struggled with in-house AI models and must rely on third-party infrastructure.
Mentioned only in a general context of competing for the retail decision layer.
Mentioned only in a general context of competing for the retail decision layer.
[a_to_b] Apple will run parts of the reworked Siri on Google's cloud servers.
[a_to_b] Google's cloud servers use Nvidia Blackwell B200 chips to provide computing power.
[mutual] Amazon and Walmart are competing to own the decision layer of retail.
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