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Apple building M8 AI servers, talks with Nvidia, reports The Information

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Apple is building an enterprise AI server built around its in-house M8 Ultra chips with a target launch in 2029. The design would come in two configurations - one with two M8 Ultra chips and one with four - and is aimed at AI developers, businesses and government customers. Apple has held talks with Nvidia about using NVLink Fusion, Nvidia’s interconnect platform that combines switches, chiplets and software to enable high-speed communication between chips. Some Apple engineers view NVLink Fusion as the best current connectivity solution. Neither company has confirmed the discussions publicly and the project remains subject to cancellation.

The initiative began about a year ago and retained momentum after recent leadership changes, with new CEO John Ternus supporting the effort from his prior role leading hardware engineering. The push responds to a surge in demand for Macs - Mac revenue jumped about 29% to $10.4 billion in the most recent quarter - driven in part by AI developers buying Mac mini and Mac Studio units, creating supply shortages and exposing the limits of consumer-grade hardware for enterprise AI workloads. If Apple adopts NVLink Fusion, Nvidia would gain a large new customer for its interconnect technology, reinforcing its strategy to monetize networking alongside GPU sales.

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