NEWS · COMPANIES · #494
Apple reportedly planning ARM-based servers with M8 Ultra chips and possible NVIDIA NVLink
The Information reports Apple is planning to re-enter the server market, potentially launching systems in 2029 that would use two or four future M8 Ultra chips; the machines are also rumored to support NVIDIA’s NVLink Fusion interconnect. The plans are described as tentative and could change, though Apple’s recent use of NVIDIA chips for Siri and strong demand for Mac Mini/Mac Studio among AI developers are cited as context.
KEY POINTS
- The Information reports Apple is planning to re-enter the server market, potentially launching systems in 2029 that would use two or four future M8 Ultra chips; the machines are also rumored to support NVIDIA’s NVLink Fusion interconnect.
- The plans are described as tentative and could change, though Apple’s recent use of NVIDIA chips for Siri and strong demand for Mac Mini/Mac Studio among AI developers are cited as context.
- If true, Apple entering servers with energy‑efficient ARM M8 Ultra silicon and possible NVLink support could meaningfully alter AI infrastructure options and vendor dynamics.
WHY IT MATTERS
If true, Apple entering servers with energy‑efficient ARM M8 Ultra silicon and possible NVLink support could meaningfully alter AI infrastructure options and vendor dynamics.
SOURCES & TIMELINE
2The company could borrow tech from Nvidia to make it happen. According to The Information , Apple is planning to get back into the server game and might just pair up with NVIDIA to make it happen. Apple retired its Xserve line in 2011 and has largely left enterprise machines to other manufacturers since. But the growing demand for compute power as the AI industry continues to expand has apparently led the company to…
Apple is developing an enterprise server with its own chips, targeting AI developers, businesses, and governments. The server would ship in two versions with either two or four M8 Ultra chips, according to The Information , citing people familiar with the project. It's built for AI inference, running already-trained models. Apple is considering Nvidia's NVLink Fusion technology to connect the chips, enabling fast co…