By Simply Wall St
Publication Date: 2026-06-06 23:11:00
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Apple is preparing a major Siri overhaul that will use Nvidia (NasdaqGS:NVDA) Blackwell B200 chips, with workloads expected to run on Google Cloud.
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This setup positions Nvidia hardware at the core of Apple’s consumer AI services, alongside infrastructure from a direct cloud competitor.
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At the same time, Nvidia faces closer U.S. scrutiny of AI chip exports, and CEO Jensen Huang has been invited to testify before Congress on compliance with China-related export rules.
Nvidia, through its data center GPUs and AI platforms, has become a key supplier for large technology companies building AI products. The new Siri effort ties Nvidia even more closely to consumer-facing services, not just developer and enterprise workloads. For investors, this links Nvidia’s hardware and software stack to one of the most widely used voice assistants globally.
The Congressional testimony and export control focus show that Nvidia’s role in global AI infrastructure now comes with more regulatory attention. Readers may want to watch how Apple, Google and Nvidia structure their cooperation, and how any future export rules affect where and how Nvidia chips are deployed. Together, these forces help shape how much of future AI demand may rely on Nvidia powered infrastructure.
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