AI Weekly | September 6, 2025
Key Highlights
Apple and Google deepened their strategic AI collaboration this week. A U.S. court upheld Google’s multibillion-dollar payments to Apple to remain the default search engine. This cleared the way for Google’s Gemini AI to power Siri’s next upgrade. Alphabet (Google’s parent company) stock rose 9%, while Apple gained nearly 4%.
NVIDIA and Cisco made major infrastructure announcements. Germany launched an NVIDIA-powered exascale supercomputer, and Cisco unveiled a Secure AI Factory to support enterprise ready AI pipelines.
Snowflake shares jumped 19% after strong earnings highlighted growing demand for its AI focused data platform.
The EU’s AI Act entered its first enforcement phase. General Purpose AI systems (GPAI Models) must now comply with transparency requirements, and the European AI Office has begun oversight.
Apple and Google team up on AI
A federal court ruling allows Google to continue paying Apple around $20 billion a year to remain the default search engine in Safari. With this decision behind them, Apple confirmed plans to integrate Google’s Gemini AI into Siri. The new feature, called “World Knowledge Answers,” will deliver richer responses in text, images, and video starting in spring 2026. This marks Apple’s biggest step yet in bringing advanced AI directly into its devices.
Further Reading:
The Verge – Apple and Google deal
Reuters – Alphabet stock surge after court ruling
Times of India – Google to power Siri with Gemini
NVIDIA and Cisco push AI infrastructure forward
Germany inaugurated Jupiter, Europe’s first exascale supercomputer built on NVIDIA GPUs. The system will be used for climate research, materials science, and advanced AI development. Cisco, working with NVIDIA and VAST Data, also introduced its Secure AI Factory. This new framework is designed to help companies deploy AI systems that are both powerful and secure.
Further Reading:
Reuters – NVIDIA supercomputer
Cisco – Secure AI Factory
Snowflake rides AI demand
Snowflake shares rose 19% after the company reported quarterly results that beat expectations. CEO Sridhar Ramaswamy said enterprise customers are running more AI workloads on its platform, particularly in regulated industries where secure data management is critical. Snowflake provides a cloud-based data platform that allows organizations to store, organize, and query large volumes of data in a governed environment. The results confirmed its position as a core part of how enterprises prepare and serve data for AI.
Further Reading:
Reuters – Snowflake shares surge
EU AI Act takes effect
The EU’s AI Act entered its first phase of enforcement on 2 August 2025. General Purpose AI (GPAI Model) providers must now meet transparency and documentation requirements. The new European AI Office has the authority to audit and fine companies up to €35 million or 7% of global turnover.
Any new GPAI models placed on the market after 2 August 2025 must comply immediately. Providers of models that were already in use before that date have until 2 August 2027 to bring their systems into compliance.
Further Reading:
ArtificialIntelligenceAct.eu – Official Implementation Timeline
Why it matters
Apple and Google’s alliance shows how even the biggest platforms are choosing cooperation over going it alone to stay competitive in AI. For smaller players this raises the bar, as closed ecosystems and default settings can decide who reaches billions of users. It also revives questions about market concentration and the long‑term impact on consumer choice.
NVIDIA and Cisco show that scaling AI is no longer just about having enough chips. Enterprises want systems they can trust with sensitive data, and they want those systems to be reliable, compliant, and cost‑efficient. The focus is shifting from experiments to secure, production ready deployments where resilience matters as much as speed.
Snowflake’s performance shows that demand for AI is translating into demand for strong data platforms. Enterprises cannot train or deploy models without reliable access to governed, high-quality data, and Snowflake is capturing that need. Its role illustrates that the real bottleneck for scaling AI is not always the model, but the infrastructure that supports it.
The EU’s AI Act makes clear that regulation is now real and enforceable. Global AI providers must treat compliance as a core part of strategy if they want access to Europe. Governance and legal alignment are becoming as important as model performance. Enterprises that adapt early will reduce risk and gain credibility with both regulators and customers.
Next Steps
Start with three practical moves. Review where your organization depends on external platforms and infrastructure providers for AI capabilities. Take stock of your regulatory exposure under the EU AI Act, especially if you are using or planning to use General Purpose AI models. Finally, stress test the data layer that feeds your models for cost, governance, and latency.
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