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Apple's AI upgrade leans on Google Cloud and NVIDIA, sparking mixed analyst views on Siri's future.

Market News
10 Jun 2026
Anusuya Lahiri
View Source
Neutral
pluang ai news

At WWDC 2026, Apple revealed a major AI upgrade for Siri, but the most significant change is that its advanced AI model will run on NVIDIA chips via Google Cloud, not on Apple's own hardware. This reliance on external partners like Alphabet and NVIDIA has raised questions among analysts about Apple's AI strategy and cost structure. While some see the Siri overhaul as a long-term growth opportunity, others worry Apple may be falling behind in the AI race. Despite the stock dip, JPMorgan remains optimistic about Siri's potential to integrate deeply into Apple's ecosystem and drive future revenue.

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