Apple is planning to launch a revamped Siri in September 2026 that will rely on NVIDIA's Blackwell B200 data-center chips, accessed through Google Cloud, according to internal plans. The move marks a major shift for the iPhone maker, which had considered using its own Mac-based server chips but deemed them too slow for the heavy AI workloads required.
Why Apple Chose NVIDIA Over Its Own Silicon
Apple's in-house Mac chips, while powerful for client devices, couldn't match the throughput needed for cloud-based AI inference at scale. By turning to NVIDIA's Blackwell B200 chips through Google Cloud, Apple gets access to dedicated data-center hardware optimized for large language models. The company has also approved NVIDIA's confidential computing technology, which encrypts both data and AI models during processing — a key requirement for Apple, which has long emphasized user privacy.
The decision to route through Google Cloud, rather than build its own data-center infrastructure, suggests Apple is prioritizing speed over vertical integration. Google Cloud already operates one of the world's largest networks of NVIDIA GPUs, giving Apple a ready-made platform without the years-long lead time needed to stand up its own facilities.
NVIDIA's Nemotron 3 Ultra Arrives at Computex 2026
The chip announcement comes alongside NVIDIA's launch of the Nemotron 3 Ultra at Computex 2026 on June 1. The model packs between 500 and 550 billion parameters and promises up to five times faster inference and 30% lower cost for agentic tasks compared to its predecessor. It's part of a three-tier Nemotron 3 family that includes Nano and Super variants.
NVIDIA reported that the entire Nemotron 3 family had been downloaded more than 50 million times in the year leading up to April 2026, reflecting strong developer interest. The Ultra variant is aimed at complex reasoning and agentic workflows — exactly the kind of tasks a next-generation Siri would handle.
What to Expect at WWDC 2026
Apple's Worldwide Developers Conference kicks off on June 8, and company executives are expected to outline the full AI strategy. While details remain under wraps, the Siri overhaul is likely to be a centerpiece. The timing — a September 2026 release for the new Siri — suggests Apple is giving itself about three more months after WWDC to finalize the cloud integration.
The stock market took the news in stride. NVIDIA shares traded at $216.18, up 0.71%, while Apple shares crept to $310.04, a 0.2% gain.
Between the NVIDIA partnership on chips and the Nemotron model family, Apple is clearly betting on a hybrid approach: its own device-side intelligence for privacy-sensitive tasks, and cloud-based processing via NVIDIA hardware for the heavy lifting. Whether that split satisfies users who have been waiting for a truly smart assistant is the question that won't be answered until Siri starts talking next September.
