AAPL officially a NVDA customer: Blackwell B200s powering new Siri on GOOGL Cloud

Apple Foundation Model (AFM) Cloud Model will run on Nvidia Blackwell B200 GPUs hosted inside Google Cloud. ------ 9 June 2026: **Apple partnering with Google and Nvidia for most advanced AI model** https://www.cnbc.com/2026/06/08/apple-google-nvidia-ai-chips.html Apple AI executive Amar Subramanya at World Wide Developers Conference (WWDC): ​"We work with both Google and Nvidia to extend our private cloud compute infrastructure to Nvidia GPUs in Google's cloud, while maintaining Apple's unmatched privacy guarantees." Apple VP of software Sebastian Marineau-Mes: “We wanted to avail ourselves of the latest technology from Nvidia, and so we set out to extend private cloud compute to third-party cloud" ------- 8 June 2026: **Introducing the Third Generation of Apple’s Foundation Models** https://machinelearning.apple.com/research/introducing-third-generation-of-apple-foundation-models?hl=en-AU ​"For AFM 3 Cloud Pro, we worked with Google and NVIDIA to extend Private Cloud Compute to NVIDIA GPUs in Google Cloud, while maintaining the same guarantees to protect our users' privacy." ​"Finally, we optimized each model for its target hardware. AFM 3 Core, AFM 3 Core Advanced, AFM 3 Cloud, and ADM 3 Cloud (Image) were optimized to run efficiently on Apple silicon, while AFM 3 Cloud Pro was optimized for NVIDIA GPUs." --------- 14 Aug 2025: **NVIDIA Confidential Computing (CC) White Paper** https://docs.nvidia.com/nvidia-secure-ai-with-blackwell-and-hopper-gpus-whitepaper.pdf "CC is a paradigm that is rapidly approaching because of regulatory regimes, privacy concerns, or the desire to accelerate other sensitive workloads. The entire computing industry recognizes the need to modify traditional thinking and security measures when operating on data. NVIDIA is at the tip of this spear, collaborating with CPU partners, cloud service providers, and ISVs to ensure that the change from traditional accelerated workloads to confidential accelerated workloads is as inevitable and transparent as the change from HTTP to HTTPS. The need to accelerate high-performance workloads will only continue to grow in line with the equivalent need to ensure that those workloads remain secure." ‐------- Position: Long NVDA, GOOGL and AAPL. NFA.