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Apple is preparing a major Siri overhaul that will use Nvidia (NasdaqGS:NVDA) Blackwell B200 chips, with workloads expected to run on Google Cloud.
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This setup positions Nvidia hardware at the core of Apple’s consumer AI services, alongside infrastructure from a direct cloud competitor.
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At the same time, Nvidia faces closer U.S. scrutiny of AI chip exports, and CEO Jensen Huang has been invited to testify before Congress on compliance with China-related export rules.
Nvidia, through its data center GPUs and AI platforms, has become a key supplier for large technology companies building AI products. The new Siri effort ties Nvidia even more closely to consumer-facing services, not just developer and enterprise workloads. For investors, this links Nvidia’s hardware and software stack to one of the most widely used voice assistants globally.
The Congressional testimony and export control focus show that Nvidia’s role in global AI infrastructure now comes with more regulatory attention. Readers may want to watch how Apple, Google and Nvidia structure their cooperation, and how any future export rules affect where and how Nvidia chips are deployed. Together, these forces help shape how much of future AI demand may rely on Nvidia powered infrastructure.
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NasdaqGS:NVDA Earnings & Revenue Growth as at Jun 2026
4 things going right for NVIDIA that this headline doesn’t cover.
Quick Assessment
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✅ Price vs Analyst Target: NVIDIA trades at US$205.10 versus an analyst target around US$298, roughly 31% below consensus.
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⚖️ Simply Wall St Valuation: Simply Wall St currently views the stock as trading close to its estimated fair value.
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❌ Recent Momentum: The share price is down about 3% over the last 30 days.
There is only one way to know the right time to buy, sell or hold NVIDIA. Head to Simply Wall St’s company report for the latest analysis of NVIDIA’s Fair Value.
Key Considerations
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📊 The Apple Siri partnership ties NVIDIA’s Blackwell B200 chips to a major consumer AI service, reinforcing its role in AI infrastructure for large platforms.
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📊 Watch how AI related revenue, data center demand and any disclosures about Apple or other hyperscale customers evolve against the current 31.1x P/E.
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⚠️ Heightened U.S. export scrutiny on AI chips, plus existing insider selling, could affect where NVIDIA can sell hardware and how investors interpret future earnings quality.