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Apple is preparing a major overhaul of Siri that will use Nvidia (NasdaqGS:NVDA) Blackwell B200 chips, and workloads will run on Google Cloud.
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This setup places Nvidia hardware at the core of Apple’s consumer AI services, alongside the infrastructure of its direct competitors in the cloud.
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At the same time, Nvidia is facing increased US scrutiny over its AI chip exports, and CEO Jensen Huang has been invited to testify before Congress about compliance with China-related export regulations.
Through its data center GPUs and AI platform, Nvidia is a key supplier to large technology companies building AI products. With the new Siri efforts, Nvidia will work more closely with consumer services as well as developer and enterprise workloads. For investors, this will tie Nvidia’s hardware and software stack into one of the world’s most widely used voice assistants.
Congressional testimony and export control focus indicate that Nvidia’s role in global AI infrastructure is now receiving regulatory attention. Readers may be interested to see how Apple, Google, and Nvidia work together, and how future export controls will impact where and how Nvidia chips are deployed. Together, these forces will help shape how much of future AI demand will depend on Nvidia-powered infrastructure.
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Four things that are working well for NVIDIA that aren’t covered in this headline.
quick evaluation
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✅ Price and analyst targets: NVIDIA is trading at $205.10, with an analyst target of around $298, about 31% below consensus.
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⚖️ Simply Wall Street Ratings: Simply Wall Street believes the stock is currently trading near its estimated fair value.
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❌ Recent momentum:The stock price has fallen about 3% in the past 30 days.
There’s only one way to know when is the right time to buy, sell, or hold NVIDIA. For our latest analysis of NVIDIA’s fair value, check out Simply Wall St’s company report.
Key considerations
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📊 Apple Siri partnership ties NVIDIA’s Blackwell B200 chip to key consumer AI services, strengthening its role in large platform AI infrastructure.
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📊 Pay attention to how disclosures about AI-related revenue, data center demand, and Apple or other hyperscale customers change against the current P/E of 31.1x.
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⚠️ In addition to increased US export oversight of AI chips, existing insider sales could impact where NVIDIA can sell its hardware and how investors interpret the quality of its future earnings.
