# EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2026-06-15
- Length: 53m
- Episode: 172
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2026-06-15-ep-179-apples-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways
- Listen: https://share.transistor.fm/s/8fe70e70

## Summary

Ben Bajarin and Jay Goldberg discuss Apple's WWDC announcements, highlighting the rebuilt Siri indexer, system-level CPU scheduling, and Apple's surprising use of Nvidia for confidential cloud compute. Ben also analyzes Nebius's 'Inflection' conference, noting their custom server racks and positioning as a neo-cloud provider, while Jay reports from China on the ineffectiveness of US entity list restrictions, Espressif's global marketing strategy via social media, and manufacturing bottlenecks in humanoid robot actuators from companies like Leader Drive and Harmonic Drive.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-15-ep-179-apples-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways#t=5) Introduction: Intel Bunny Suit Guy and WWDC Overview
- [6:44](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-15-ep-179-apples-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways#t=404) Apple's WWDC: Siri Indexer, CPU Scheduling, and Privacy
- [13:31](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-15-ep-179-apples-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways#t=811) Apple's AI Strategy: Gemini, Privacy, and Applied AI
- [27:06](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-15-ep-179-apples-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways#t=1626) Apple's Use of Nvidia for Confidential Compute
- [33:30](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-15-ep-179-apples-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways#t=2010) Nebius Inflection Conference and Neo-Cloud Positioning
- [40:20](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-15-ep-179-apples-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways#t=2420) Jay's China Trip: Entity List Ineffectiveness and Espressif
- [52:39](https://hardwarepodcasts.com/podcast/the-circuit/2026-06-15-ep-179-apples-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways#t=3159) Humanoid Robot Actuator Bottlenecks: Leader Drive and Harmonic Drive

## Topics

- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

large enterprises, companies scaling up

## Mentioned

- Apple (company)
- Siri (product)
- Nvidia (company)
- Nebius (company)
- Espressif (company)
- ESP32 (chip)
- Leader Drive (company)
- Harmonic Drive (company)

## Related episodes from other shows

- [Inside the emerging frontier of models, machines and manufacturing hell.](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-11-inside-the-emerging-frontier-of-models-machines-and-manufacturing-hell) (Built 2 Scale)
- [Is ARR a Myth?](https://hardwarepodcasts.com/podcast/built-2-scale/2025-06-19-is-arr-a-myth) (Built 2 Scale)
- [The AI Arms Race, Pelosi Act, BMW’s Robotics Shift & Apple’s Comeback?](https://hardwarepodcasts.com/podcast/built-2-scale/2025-05-01-the-ai-arms-race-pelosi-act-bmws-robotics-shift-apples-comeback) (Built 2 Scale)
- [China’s $28B Big Fund | The Cockiest Startup | Sony’s Ambitions](https://hardwarepodcasts.com/podcast/ee-times-current/2019-11-22-chinas-28b-big-fund-the-cockiest-startup-sonys-ambitions) (EE Times Current)
- [135: Obi is Back](https://hardwarepodcasts.com/podcast/thoroughly-considered/2026-09-16-135-obi-is-back) (Thoroughly Considered)

## Citing this page

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