wubbie
05:25

$Apple(AAPL)$ Okay... Apple's AI strategy is starting to make a lot more sense now.

They're quietly leaning on both $Alphabet(GOOGL)$  and $NVIDIA(NVDA)$  to scale the cloud side of Apple Intelligence.

Here's what stood out to me:

Apple's biggest AI model is running on Google Cloud.

NVIDIA compute is helping power the backend AI infrastructure.

Complex requests get routed through Apple's own "world knowledge" system inside Private Cloud Compute.

Simpler stuff still stays on-device for privacy and speed.

And honestly... this feels like a pretty big shift for Apple.

For years the focus was "everything on-device."

Now it's becoming clear that serious AI features need serious cloud compute behind them.

So now you've basically got:

Apple ecosystem + Google infrastructure + NVIDIA compute.

That's a pretty powerful combo when you really think about it.

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