Apple Considering Nvidia Technology for Enterprise AI Server Development, Report Says

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Summary · why it matters

U.S. media outlet The Information reported on the 16th, citing people familiar with the matter, that Apple is considering re-entering the enterprise server market through the development of artificial intelligence servers that combine its own chips with the networking technology of semiconductor giant Nvidia. According to the report, Apple is developing an AI server that may be equipped with two or four of its next-generation M8 Ultra chips, and is considering adopting a technology called NVLink Fusion from Nvidia to connect the M8 chips to one another. The server is expected to be launched in 2029 or later, though the plan could be canceled or the product could be released without adopting Nvidia's technology. The move suggests Apple is stepping up its push into the AI infrastructure sector.

Impact on stocks 2

Artificial Intelligence · 2 stocks
Apple Inc.
AAPL
▲ PositiveTechnologyrelevance

Apple is developing AI servers combining its own M8 Ultra chips with Nvidia's NVLink Fusion, advancing its AI infrastructure push.

NVIDIA Corporation
NVDA
▲ PositiveTechnologyrelevance

Apple is considering adopting Nvidia's NVLink Fusion technology to connect its M8 chips in its planned AI servers.

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