“Now, we are collaborating with Google and NVIDIA to run new Apple Intelligence workloads on Google Cloud, extending our industry-leading PCC privacy commitments to third-party data centers for the first time.”
replyThanks. That's still very interesting that they don't need Nvidia to do any of this. Nvidia stock has been priced like AI isn't possible without them.
replyNvidia's moat is just around high-performance frontier models and CUDA.
replyYou can run smaller models on cheap commodity hardware.
Your phone can probably run one of these:
https://play.google.com/store/apps/details?id=com.google.ai....
https://apps.apple.com/us/app/google-ai-edge-gallery/id67496...
They are using NVIDIA too:
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