--- title: "Apple's Biggest AI Bet Yet Runs On NVIDIA, Not Its Own Chips" type: "News" locale: "en" url: "https://longbridge.com/en/news/289178134.md" description: "At WWDC 2026, Apple unveiled a major Siri AI upgrade but revealed its most advanced model runs on NVIDIA chips via Google Cloud, marking a shift from its proprietary silicon strategy. Investors reacted cautiously as the update lacked fully autonomous features and clear monetization paths. While NVIDIA shares rose slightly, Apple's stock remained flat amid questions about capital spending and services integration." datetime: "2026-06-09T10:31:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289178134.md) - [en](https://longbridge.com/en/news/289178134.md) - [zh-HK](https://longbridge.com/zh-HK/news/289178134.md) --- # Apple's Biggest AI Bet Yet Runs On NVIDIA, Not Its Own Chips **Apple Inc.** (NASDAQ:AAPL) unveiled its biggest Siri AI upgrade in years at the Worldwide Developers Conference, but the more consequential announcement came behind the scenes: the company’s most advanced AI model will run on **NVIDIA Corp.** (NASDAQ:NVDA) chips through **Alphabet Inc.’s** (NASDAQ:GOOGL) **Google Cloud** rather than on Apple’s own silicon. Apple shares were little changed in Tuesday’s premarket trading as investors weighed the improved Siri experience against the absence of fully autonomous AI features and Apple’s growing reliance on external AI infrastructure. ## Apple Shows More Functional Siri AI CNBC’s **MacKenzie Sigalos** said Apple unveiled functional generative AI branded as Siri AI at WWDC. She said the new Siri is more conversational, has a standalone app, can understand what appears on a user’s screen, and can draw on personal context. Sigalos said Apple did not show a fully agentic assistant capable of tasks such as booking dinner reservations or calling a car. She said the lack of groundbreaking agentic capabilities helped explain the stock reaction, along with the absence of incoming CEO **John Ternus** from the stage and the lack of a clear path to monetize AI through Apple’s services business. ## Apple Turns To Google Gemini, NVIDIA, And Google Cloud The announcement also marked a significant departure from Apple’s longstanding hardware strategy. At WWDC 2026, the company disclosed that its most advanced frontier AI model, AFM 3 Cloud Pro, is designed to run on NVIDIA graphics processors rather than its own Silicon. Sigalos said Apple announced a new generation of its own large language models built with help from Google Gemini. She said those models will run on-device and through private cloud compute. However, she said Apple waited until a post-keynote briefing to discuss AFM Cloud Pro, a model it says is on par with frontier LLMs and powerful enough that Apple will need NVIDIA chips and Google Cloud for some compute. Sigalos said that marks a notable shift from Apple’s usual preference for private cloud infrastructure built around its own M-series chips. ## Services Monetization Remains The Key Question Sigalos said Apple’s private cloud setup reportedly could not support the scale needed for agentic workflows and complex reasoning, raising questions about the company’s future capital spending needs. She also said the headline gave NVIDIA shares a boost. Sigalos said the company’s biggest upside could come from turning AI into a services opportunity. She said Apple could eventually offer a paid Apple Intelligence tier or take a cut from third-party model makers if it allows them to plug into its ecosystem. She said the bull case is that Apple turns AI into a consumer “toll booth” for generative AI. **Price Action:** NVIDIA shares were up 0.77% at $210.24, and Apple shares were down 0.03% at $301.44 during premarket trading on Tuesday, according to Benzinga Pro data. _Photo via Shutterstock_ ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [NAVER Expands AI Infrastructure With NVIDIA to Serve Surging Global AI Demand](https://longbridge.com/en/news/288974522.md) - [Nvidia’s PC chip reveal obscures a bigger catalyst for the stock](https://longbridge.com/en/news/288843922.md) - [Gigabyte Co sees orders coming](https://longbridge.com/en/news/289215882.md) - [ANALYSIS-Nvidia's AI PC push banks on unproven demand beyond niche users](https://longbridge.com/en/news/289042406.md) - [Mark A Stevens Takes Money Off The Table, Sells $221.10M In NVIDIA Stock](https://longbridge.com/en/news/288882363.md)