Apple building M8 AI servers, talks with Nvidia, reports The Information (finance.yahoo.com)

Apple is reportedly developing an enterprise AI server that will utilize its own M8 Ultra chips, with a projected launch in 2029. According to The Information, Apple is in discussions with Nvidia to incorporate its NVLink Fusion interconnect technology, which would enhance the server's capability to link multiple chips effectively. This collaboration could significantly impact the AI server market, as adding Apple as a major client would bolster Nvidia's strategy to dominate not only in GPU offerings but also in interconnect solutions—a space that is becoming increasingly crucial as demand for AI infrastructure soars. The planned server will be available in two configurations, featuring either two or four M8 Ultra chips, targeting AI developers, businesses, and government entities. This initiative is seen as a response to the growing need for robust computing power in enterprise AI workloads, particularly highlighted by recent surge in Mac sales—Apple's fastest-growing segment—driven by a spike in demand from AI developers. The support from Apple’s new CEO, John Ternus, who was instrumental in the project's inception, is anticipated to keep the development momentum moving forward, even though there remains a possibility of the project being canceled before it comes to fruition.