NVIDIA Could Seal a Major Alliance With Apple After Launching Nemotron 3 Ultra AI model
According to latest reviews, Apple plans to energy its new Siri on NVIDIA Blackwell chips by means of Google Cloud beginning in September, simply days after NVIDIA launched its strongest AI model but.
We break down the potential alliance, NVIDIA’s freshly unveiled Nemotron 3 Ultra, and what this might imply for the broader AI race.
Why Apple Could Lock In a Major NVIDIA Deal
Apple plans to launch a new technology of Siri in September 2026, and several other reports from The Information verify the assistant will depend on NVIDIA chips behind the scenes for cloud-based AI processing duties.
The setup is three-way. Apple will run as much processing as attainable on-device, however heavier queries will circulation to Google Cloud by means of a licensed model of Gemini. That cloud infrastructure runs on NVIDIA Blackwell B200 knowledge heart chips.
According to reviews, Apple had lately accredited NVIDIA’s confidential computing know-how. The function encrypts knowledge and AI fashions whereas they’re processed on the chips, permitting Apple to maintain its privateness requirements whereas utilizing exterior cloud servers for superior capabilities.
This is critical for each corporations. Apple will get entry to much more compute than its Private Cloud Compute alone might present. NVIDIA successfully turns into essential infrastructure for one of many largest shopper AI launches in years.
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The association additionally strengthens NVIDIA’s position against rivals. Apple, Google, and NVIDIA collectively type one of the crucial highly effective AI stacks in shopper know-how, with the Blackwell B200 designed for large-scale model coaching and quick inference.
Investors will watch carefully. WWDC 2026 begins on June 8, and Apple is anticipated to stipulate its full AI technique. If the combination delivers, NVIDIA might see its enterprise AI footprint increase sharply throughout probably the most demanding shopper functions.
Share costs for each corporations noticed slight will increase amid the reviews. NVDA was buying and selling at $216.18 after rising 0.71% within the final 24 hours. Meanwhile, APPL traded at $310.04, up 0.2% over the identical interval, in line with TradingView data.
NVIDIA Unveils Nemotron 3 Ultra: Its Most Powerful AI Model to Date
Nemotron 3 Ultra is NVIDIA’s new open-source AI model with roughly 500 to 550 billion parameters. CEO Jensen Huang offered it at Computex 2026 in Taipei on June 1, designed for superior reasoning and complicated agentic workflows.
An agentic workflow is an AI system that plans, executes, and iterates on multi-step duties with minimal human oversight. Nemotron 3 Ultra sits on the prime of a three-tier household that additionally contains the Nano and Super variants.
“Nemotron 3 Ultra is constructed for that new workload. It’s a frontier good model that delivers as much as 5x quicker inference and lowers the price of complicated agentic duties by as much as 30%. This allows brokers to complete the identical job in much less time or full extra jobs in the identical time,” NVIDIA said.
Adoption is already robust. The Nemotron 3 household recorded more than 50 million downloads within the 12 months main as much as April 2026, signaling that open model technique is working amongst builders and enterprise prospects worldwide.
For enterprise customers, the 5x throughput enchancment issues as a result of it sharply lowers cost-per-inference. That dynamic positions NVIDIA not simply as a chipmaker, however as a full-stack AI platform firm able to competing straight with closed model suppliers.
The timing additionally issues. With Apple set to lean on NVIDIA {hardware} for Siri and Nemotron 3 Ultra reinforcing its software program credibility, NVIDIA is sealing each ends of the AI stack exactly when the subsequent shopper cycle begins.
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