$Apple(AAPL)$ Apple has announced several Siri improvements, including personal context integration, on-screen awareness, and systemwide actions across apps. The company is also sticking with its private, on-device, and cloud AI approach. There have been reports about Apple working with Nvidia on AI servers. Apple is said to be looking into an AI-server project built around future M8 Ultra chips and possibly Nvidia NVLink Fusion technology, though no partnership has been formally announced. The project is still speculative, but it could reach the market by 2029. It shows Apple's intent to expand its cloud infrastructure, and it fits with the vertical integration strategy the company already follows. If the reported project moves forward, Apple's vertical integration would extend further into AI infrastructure. With more cloud infrastructure investment, Apple would control more of the cloud-based systems behind Siri, Private Computing services, and other AI-related cloud offerings.
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