r/stocks
AAPL officially a NVDA customer: Blackwell B200s powering new Siri on GOOGL Cloud
Apple partners with Nvidia and Google Cloud to run its new AFM 3 Cloud Pro AI models on Nvidia Blackwell B200 GPUs for enhanced Siri.
- Apple integrates advanced Nvidia Blackwell B200 GPUs via Google Cloud to power its next-gen AI models.
- The collaboration ensures top-tier privacy and security for Apple's Private Cloud Compute infrastructure.
Apple Foundation Model (AFM) Cloud Model will run on Nvidia Blackwell B200 GPUs hosted inside Google Cloud.
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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"
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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."
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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."
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Position: Long NVDA, GOOGL and AAPL. NFA.
So let me guess how the market will react to this:
Apple is wasting cap ex on AI. Appl goes down.
Nvdia is getting money from Apple, but AI is a bubble, so NVDA goes down.
Google and is part of the AI bubble, but it isn't NVDA, so GOOG will go up.
You forgot MSFT going down
I'm so sick of MSFT lately. Every little thing just tanks it more and more
🤣 dude
Lol. You guessed it. The fact of the matter is that the entire AI ecosystem STILL revolves around Nvidia and will got the foreseeable future. I expect NVDA stock to make monster moves up and have steadily been building a 300k position. Selling covered calls has been like a personal ATM machine thus far.
selling CC's on NVDA must hit like crack damn, legit could generate $10K/month doing that
Premiums are trash unless you're doing 30-45 days out and even then you need at least 100 contracts.
I was doing weeklies but it's not even worth it
How would one decide what strike and date to sell covered calls at?
No, they are a google customer. How nice of them to take zero risk and offload it all to google.
Long term risk avoidance leads fo senility
Temporarily. The new V8 Inference TPUs also have the data in use encryption. I would expect Google to move the new Gemini Siri to those processors once they start implementing them.
It just strengthens their relationship. Google pays Apple 20B just to be the default search engine.
That is for sure. Will think the cloud bill will likely be over $20 billion.
This is all so confusing. All that I understood is apple Google Nvidia are colluding and cooking up books.
The new V8 inference TPUs has a similar data in use encryption capability.
So I would expect Google to move to using them as soon as they implement.
Google has seen 11 straight quarters of increasing margins with their cloud division. Then on top having to use Nvidia hardware instead of their own means Apple is going to have enormous cost with their new Gemini Siri.
Buy MU
Apple pivoting to Google AI must have been a huge turn off to Apple investors
I mean full port NVDA at this point
Each kettle and iron is already included in the price of NVDA.
LOOONG NVDA and Jensen the Great!