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If your AI strategy depends entirely on someone else's infrastructure, is it really your strategy? 🤔 HPE’s Matt Harris explores why resilience comes from balancing global partnerships with investment in local capability.

APPLE TO USE GOOGLE'S NVIDIA POWERED AI CHIPS Apple $AAPL just announced they will use Google's $GOOGL Nvidia-powered Blackwell AI chips for its overhauled Siri launching in September. Apple has traditionally built and operated most of its core technology internally, making this a significant shift in its AI strategy.

$META is drawing growing attention around its consumer AI strategy as Muse strengthens the company’s push into personal AI assistants and raises comparisons with $AAPL when it launched iPhone in 2007. META’s 3.6 billion-user base across Facebook, Instagram and WhatsApp is a major competitive moat, giving the company enormous reach as it integrates Muse across its existing platforms. Meta has successfully combined AI, hardware and data, with Muse providing the software layer and products such as smart glasses serving as one of several possible interfaces.