Apple spent years telling itself it could do everything with Apple silicon. Then Siri happened.
At WWDC on June 8, Apple acknowledged for the first time that its Apple Foundational Model Cloud Pro, the backbone of its most advanced cloud AI capabilities, runs on Nvidia GPUs hosted inside Google’s cloud infrastructure.
The arrangement puts three of the most powerful companies in tech inside the same deal. Apple brings the software, the privacy architecture, and a billion-plus device install base. Google brings the cloud infrastructure. Nvidia brings the hardware muscle, specifically its Blackwell B200 chips, which will be powering a meaningfully upgraded version of Siri starting September 2026.
Why this is a bigger deal than it sounds
The specific technology Apple adopted is Nvidia’s confidential computing framework, which allows sensitive workloads to run in a third-party cloud environment without exposing user data. Apple needed a way to run powerful AI in the cloud without handing Google or Nvidia visibility into what users are actually doing. Nvidia’s confidential computing stack was apparently the piece that made the deal acceptable to Apple’s privacy team.
