AppleSep 17, 20262 mins read

Apple Reportedly Targets Enterprise AI Servers With M8 Ultra Chips

Apple is reportedly developing an enterprise AI server for inference workloads, with two- and four-chip M8 Ultra configurations and a possible launch no earlier than 2029.

The Decoder

Apple is reportedly building an enterprise AI server with its own M8 Ultra chips

Image credits:The Decoder

Apple’s Reported Server Push Targets AI Inference

Apple is reportedly developing an enterprise server aimed at AI developers, businesses, and governments. The system is described as being built for AI inference, meaning it would run already-trained models rather than train them from scratch. According to the report, Apple is considering two versions using either two or four M8 Ultra chips.

Nvidia’s NVLink Fusion Could Help Connect the Chips

Apple is considering Nvidia’s NVLink Fusion technology to connect the chips for faster communication inside data centers. NVLink was originally built for Nvidia’s own chips and has since been opened to third-party hardware. The project is not locked in: the report says it could still be scrapped or move forward without Nvidia’s technology.

Timeline and Market Signals to Watch

A launch reportedly would not happen before 2029, keeping the project firmly in the long-term category. The effort may be supported by existing demand from AI labs, with OpenAI and Anthropic already buying Mac Minis and Mac Studios in bulk for AI workloads. The Decoder also reports that Apple’s Mac revenue jumped nearly 29 percent last quarter to $10.4 billion, a signal that Mac hardware remains relevant for compute-heavy use cases.