Apple reportedly weighs AI servers with M8 Ultra chips and Nvidia NVLink Fusion, targeting 2029
BenBajarin · x · 2026-09-16
Per The Information, Apple is reportedly developing an AI-focused enterprise server using its own M-series chips and has discussed Nvidia's NVLink Fusion networking to connect them.
Key details:
- Configurations of two or four M8 Ultra chips, aimed at AI developers, enterprises, and governments
- Focus on AI inference on private infrastructure, targeting 2029 though plans may change or be canceled
- Follows surging demand for Mac mini/Studio from AI developers; Mac revenue up nearly 29% YoY to $10.4B last quarter
Analyst Ben Bajarin is skeptical of NVLink adoption but says integrating with existing infrastructure for a unified compute fabric is the go-forward trend.
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