Market chatter cited by ChainCatcher says Apple is developing an enterprise-grade AI server that could carry two to four unreleased M8 Ultra processors. The reported target customers are AI developers, large enterprises, and government agencies, with AI inference listed as the main use case. The edge data center setup may also use NVLink, according to the report.
Apple and NVIDIA had not responded to the market talk. Supply-chain sources cited in the report said Apple’s move into this segment is tied to heavy use of Mac systems as personal AI workstations, while Mac revenue rose nearly 30% in the latest quarter. The same report said Apple has been buying large amounts of NVIDIA chips and Google TPUs for its own AI data centers, and that the company is also rumored to be working with Broadcom on in-house AI chip development.
The report also mentioned Qualcomm’s Dragonfly line and Xiaomi’s edge AI cabinet efforts, while supply-chain sources said TSMC may play a key role in advanced process technology or advanced packaging.
ChainCatcher reported that market chatter recently suggested Apple is developing an enterprise AI server that may be equipped with two to four unreleased M8 Ultra processors. The reported target customers include AI developers, large enterprises, and government agencies, and the main use case is AI inference.
The report said the edge data center setup may use NVLink. Apple and NVIDIA had not responded to the report.
Supply-chain view on Apple’s move
According to the supply-chain account cited in the report, Apple is entering the segment because Mac products have been widely used as personal AI workstations. Mac revenue rose nearly 30% in the most recent quarter.
The same report said Apple has been purchasing large amounts of NVIDIA chips and Google TPUs for its own AI data centers. Market talk has also pointed to work with Broadcom on an in-house AI chip.
Other companies and supply-chain details mentioned
The report added that Qualcomm’s Dragonfly product line includes full cabinet solutions for edge AI inference.
It also said market chatter points to Xiaomi building out an edge AI cabinet route. At an earlier launch event, Xiaomi introduced AI Cube, a concept product for a personalized AI workstation, with three in-house chips inside: Xuanjie O3, O100, and D100.
Separately, supply-chain sources said TSMC may play a key role in advanced process technology or advanced packaging.
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