Apple eyes 2029 AI server launch with M8 Ultra chips

The servers would be aimed at AI developers, businesses, and governments that want to run AI models on their own hardware.

The servers are expected to use Nvidia’s networking technology to connect the chips. Apple’s own chip-to-chip technology is reportedly considered too slow and expensive for large-scale server use.

The move would mark a shift from Apple’s focus on running AI on devices toward data centre computing. The servers are designed for AI inference and are not expected to launch until 2029.

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Apple’s Mac business grew 29% last quarter to $10.4 billion, helped partly by AI companies buying Mac minis and Mac Studios in large quantities.

Apple is reportedly considering a return to the server market. According to The Information, the company is developing an enterprise AI server using its M8 Ultra chips. The servers would target AI developers, businesses, and governments that want to run AI models on their own hardware.

The plan would reportedly use Nvidia’s networking technology to connect Apple’s chips. Apple’s own chip-to-chip technology is said to be too slow and expensive for large-scale server use.

The move would also mark a shift in Apple’s AI strategy. The company has largely focused on running AI directly on devices rather than relying on data centres. An enterprise AI server would give Apple a way to enter the growing data centre computing market.

If developed, the servers would give Apple a new role in AI infrastructure while still relying on Nvidia technology for key networking needs.

About Apple Stock

Apple designs, manufactures, and sells smartphones, tablets, computers, wearables, and accessories. Its products include the iPhone, iPad, Mac, Apple and third-party accessories, along with services such as AppleCare, cloud services, and advertising.

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