AI is shifting away from cloud-only dependence, and the next wave is happening on your devices. Stephen Foskett, Olivier Blanchard, and Jon Swartz break down why on-device intelligence and private cloud compute are becoming the core of next-generation AI infrastructure.

The episode examines how Apple and Google are using faster chips, secure enclaves, and lightweight cloud support to cut latency, strengthen privacy, and reduce hyperscaler strain. This hybrid model challenges the idea that AI’s future depends on endlessly scaling NVIDIA hardware.

The panel also digs into Apple’s real AI strategy: not chasing hype, but building a distributed, privacy-first system that delivers practical intelligence instead of headline-baiting megaprojects. In an industry full of chest-thumping, Apple’s approach may be the more sustainable path forward.

This is the emerging architecture that will shape AI’s next decade.