According to reports, Apple (AAPL.US) is planning to release a new version of Siri as early as next week. For some complex queries, the voice assistant is expected to rely on NVIDIA's (NVDA.US) Blackwell B200 GPUs hosted on Alphabet's (GOOG.US, GOOGL.US) Google Cloud platform.

The new Siri is also reported to incorporate NVIDIA’s confidential computing technology to ensure data encryption throughout the entire computational process.

Key Event: Apple's Worldwide Developers Conference

Apple's Worldwide Developers Conference (WWDC 2026) is scheduled to take place from June 8 to 12, Pacific Time. One of the most anticipated highlights of the event is the expected unveiling of a completely revamped Siri, described as potentially the most significant overhaul for the assistant in nearly 15 years.

A Strategic Shift for Apple

Media analysis points out that Apple's decision to leverage Google Cloud and NVIDIA chips "represents a departure from the company's long-standing strategy of controlling all key components of its products."

In 2024, Apple introduced its own server system called "Private Cloud Compute" as part of its artificial intelligence strategy. However, it remains unclear how Apple plans to integrate Private Cloud Compute into the new Siri.

Private Cloud Compute was designed to allow Apple Intelligence to call upon large server-side models for highly complex instructions, while lighter tasks are processed directly on the user's device. Apple has previously stated that if more computational power is needed, the Private Cloud Compute service can be invoked, uploading only task-relevant data to servers powered by Apple silicon for processing. The company emphasized that data sent to this service is not stored or accessible by Apple and is used solely to fulfill the single user request.

Drivers Behind the External Partnership

The move to utilize NVIDIA hardware stems from a cooperation agreement reached between Apple and Alphabet in January of this year. Under this deal, Apple is leveraging Alphabet's Gemini large language model to power the next-generation Siri.

However, with the addition of new Siri features requiring substantial computing power—such as long-text summarization and multimodal question-answering—Apple's Private Cloud Compute server clusters may struggle to handle the full computational load of the Gemini model. This has led Apple to seek external computing solutions.

Apple is also exploring methods to balance cloud computing with privacy protection, with the adoption of NVIDIA's confidential computing technology being one such measure.

Market Implications and Analyst Views

Several Wall Street institutions believe the upcoming WWDC could serve as a key catalyst for a re-rating of Apple's stock. Morgan Stanley analyst Erik Woodring reiterated an "Overweight" rating on Apple with a $330 price target, suggesting a bull-case target of $440. He views WWDC 2026 as a pivotal turning point for Apple to be repositioned by the market as an "AI winner."