8legs: Google cloud

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#1 out of 3

Apple plans to run some Siri queries in Google Cloud on Nvidia-powered Gemini models.
Nvidia confidential compute will encrypt data processed on these chips to protect privacy.
The Information notes Apple’s strategy diverges from attempting to control all ingredients for its products.
It remains unclear how Apple’s Private Cloud Compute will fit into the Siri launch.
The Information published fresh details on how Nvidia-powered hardware supports Siri in Google Cloud.
The report highlights privacy assurances amid AI partnerships.
The Gemini-powered Siri may run with Google Cloud infrastructure.
The report references The Information’s full coverage for deeper details.
The discussion includes Nvidia’s Blackwell, Hopper, and confidential compute implications.

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#2 out of 3

Apple plans to power the next Siri with Nvidia Blackwell chips to run Gemini-based AI.
Siri is expected to be based on Google Gemini and launch alongside iOS 27 this year.
Nvidia Blackwell chips enable large-scale AI usage with strong memory bandwidth and encryption.
Mashable notes WWDC 2026 may reveal more about Siri’s features and privacy.
Apple aims to enhance Siri with personal context memory and screen-reading abilities.
The report links Apple’s AI ambitions to broader trends in iOS 27 features.
The Information corroborates Apple’s plan to use Nvidia’s Blackwell for Siri.
Gemini AI is the underlying model for the next-gen Siri, per the report.
Privacy remains a focus as encrypted data handling is highlighted for Blackwell chips.
Apple’s iOS 27 release window is tied to the new Siri rollout in 2026.

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#3 out of 3

Palantir announces a multi-tier partnership with Google Cloud to enable tighter integration across platforms.
Palantir will be available on Google Cloud Marketplace to expand access to its AI and data platforms.
Palantir also secured a multi-year, multi-million dollar strategic partnership with McCarthy Building Companies.
Broadcom forecast for AI chip revenue fell short of analysts' expectations, signaling a potential revenue headwind.
TSMC warned that AI-driven demand will outpace supply for years, indicating a sustained capacity constraint.
Quantinuum raised $1.68 billion in its upsized IPO, setting up one of the year's anticipated tech listings.
The Street Pro Portfolio remained positioned in AI and chip-related names like AVGO, AMAT, MRVL, NVDA, and PLTR.
Market focus remains on Fed inflation signals and potential rate moves as May data stream in.
Additional earnings previews show Brown-Forman and Ciena among names reporting today.

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