Jun. 4 at 12:46 PM
$AAPL reportedly turning to
$GOOGL Cloud's
$NVDA Blackwell infrastructure for its next-generation Siri is a bigger story than most people realize.
Apple is known for controlling every layer of its ecosystem. If the company is choosing external Blackwell compute instead of relying entirely on its own infrastructure, that says a lot about the scale of inference demand AI is creating.
The market spent two years focused on training. Now the real race is inference. Every AI assistant, agent, and consumer application needs massive compute behind the scenes.
For me, this is another signal that demand for AI infrastructure is still accelerating, not slowing.
