Apple-Nvidia Friends Again? Nvidia Says Its Chips In Google Cloud Are Powering Apple Intelligence

• Apple is expanding Private Cloud Compute (PCC), its cloud infrastructure for Apple Intelligence, beyond its own data centers to Google Cloud.

• Some Apple Intelligence workloads will now be serviced via Google Cloud, which uses Nvidia’s AI accelerators.

• Apple’s Worldwide Developer Conference is underway, and AAPL stock continues to slide.

In a departure from the status quo, Apple is tapping Nvidia’s AI accelerators to power Apple Intelligence features and its revamped Siri virtual assistant, drawing the two tech giants closer after more than a decade of limited business ties.

At the Worldwide Developers Conference (WWDC), Apple announced that it is expanding Private Cloud Compute (PCC), its privacy-focused cloud infrastructure for Apple Intelligence, beyond its own data centers for the first time.

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Until recently, the PCC data centers used Apple’s custom silicon. With the latest expansion, Apple is partnering with Google and Nvidia to support new Apple Intelligence workloads on Google Cloud servers equipped with Nvidia GPUs.

In a blog post on Tuesday, Nvidia said its GPUs with “Confidential Computing” are being used for confidential inference in Apple’s PCC, and Nvidia GPUs are handling server-side inference for Apple Foundation Models.

Nvidia Confidential…