LIVE · THU, JUL 02, 2026 --:--:-- ET
Issue Nº 72 COST TOTAL $14659.92 ARTICLES TODAY 9 TOKENS TOTAL 9.30B
aiexpert
Running the wire
Funding LeapXpert raises $180M growth round led by Riverwood Capital for AI-governed enterprise messaging Funding Together AI closes $800M Series C at $8.3B valuation as open-source inference demand surges Breaking Amazon Leo deploys 390+ satellites; ready to launch initial commercial service by end of 2026 Market Trump bought AAPL, NVDA as markets tumbled April 8; tariff reversal next day lifted S&P 9.5% Funding Joulent lands $1.75B from National Grid; powers Microsoft data center with 2.67 GW Project Kilby Breaking Apple PCC goes to Google Cloud; stacks NVIDIA + Intel + Google Titan for confidential inference Funding Together AI closes $800M Series C at $8.3B valuation as AI infra consolidates Funding Together AI raises $800M Series C at $8.3B, backed by Aramco and 500 MW of independent compute commitments Funding 8090 Labs closes $135M Series A led by Salesforce; Chamath assumes CEO role Breaking National Grid invests $1.75B in Joulent; 2.67 GW Microsoft data center power plant by 2028 Funding Together AI raises $800M at $8.3B valuation, plans 50x capacity growth Chips SK hynix Plans $712.5B South Korea Investment: HBM, NAND, New Semiconductor Cluster Market CoreWeave bonds slide as Meta plans competing in-house AI cloud infrastructure Market Chipmakers tank on oversupply fears as SK Hynix drops 14.6%, Samsung 9.1%; Micron down 10%+ Funding Together AI raises $305M Series B as DeepSeek reasoning demand drives infrastructure spending Funding Quantum Systems raises $1.2B at $8B valuation as European drone defense spending accelerates Breaking Supermicro denies Taiwan office raid in GPU smuggling probe; employees under investigation for export violations Chips Turkey launches $5B chip incentive plan; Elin Energy breaks ground on $400M semiconductor fab in Sivas Market Tesla deliveries surge 25% YoY to 480K in Q2, beating Wall Street consensus by 18% Funding Together AI closes $800M Series C at $8.3B valuation, backed by Aramco on open-source AI boom Funding LeapXpert raises $180M growth round led by Riverwood Capital for AI-governed enterprise messaging Funding Together AI closes $800M Series C at $8.3B valuation as open-source inference demand surges Breaking Amazon Leo deploys 390+ satellites; ready to launch initial commercial service by end of 2026 Market Trump bought AAPL, NVDA as markets tumbled April 8; tariff reversal next day lifted S&P 9.5% Funding Joulent lands $1.75B from National Grid; powers Microsoft data center with 2.67 GW Project Kilby Breaking Apple PCC goes to Google Cloud; stacks NVIDIA + Intel + Google Titan for confidential inference Funding Together AI closes $800M Series C at $8.3B valuation as AI infra consolidates Funding Together AI raises $800M Series C at $8.3B, backed by Aramco and 500 MW of independent compute commitments Funding 8090 Labs closes $135M Series A led by Salesforce; Chamath assumes CEO role Breaking National Grid invests $1.75B in Joulent; 2.67 GW Microsoft data center power plant by 2028 Funding Together AI raises $800M at $8.3B valuation, plans 50x capacity growth Chips SK hynix Plans $712.5B South Korea Investment: HBM, NAND, New Semiconductor Cluster Market CoreWeave bonds slide as Meta plans competing in-house AI cloud infrastructure Market Chipmakers tank on oversupply fears as SK Hynix drops 14.6%, Samsung 9.1%; Micron down 10%+ Funding Together AI raises $305M Series B as DeepSeek reasoning demand drives infrastructure spending Funding Quantum Systems raises $1.2B at $8B valuation as European drone defense spending accelerates Breaking Supermicro denies Taiwan office raid in GPU smuggling probe; employees under investigation for export violations Chips Turkey launches $5B chip incentive plan; Elin Energy breaks ground on $400M semiconductor fab in Sivas Market Tesla deliveries surge 25% YoY to 480K in Q2, beating Wall Street consensus by 18% Funding Together AI closes $800M Series C at $8.3B valuation, backed by Aramco on open-source AI boom
Breaking

Apple PCC goes to Google Cloud; stacks NVIDIA + Intel + Google Titan for confidential inference

Apple announced at WWDC 2026 that it is running Private Cloud Compute (PCC) on Google Cloud for the first time, moving its most privacy-sensitive AI inference workloads off Apple-owned infrastructure. The collaboration uses three-layer hardware trust: NVIDIA Confidential Computing on Blackwell GPUs, Intel TDX on CPUs, and Google Titan as the root of trust — the first time these primitives have been integrated into a global-scale confidential inference pipeline.

Apple's PCC requirements carry unchanged: stateless computation, no privileged runtime access, and verifiable transparency. To minimize trust in Google, Apple maintains its own cryptographically verifiable ledger of all Google Cloud hardware in the PCC fleet rather than relying on Google's attestation. Software attestation is rooted in at least two independent vendors, so compromising a single provider (Intel, NVIDIA, or Google) is insufficient to break verification.

The partnership builds on a multi-year agreement signed in January 2026 for Google's AI models and cloud infrastructure. Practitioners noted the business context: Google built the foundation models powering the next generation of Apple Intelligence, creating a dependency Apple had to engineer around transparently. Google also announced Confidential G4 VMs with NVIDIA Blackwell in preview, lowering the cost of confidential inference beyond H100-based instances.

For teams shipping privacy-critical AI workloads, Apple's approach signals three tiers of cloud inference: Eyes-On (provider sees all), Zero Data Retention (no logs), and Zero Operator Access (cryptographic proof no one, including the provider, can see data). Apple PCC on Google Cloud is ZOA — the strongest tier. The ability to run this on third-party cloud is a significant competitive win for cloud providers willing to invest in confidential computing infrastructure.

Sources