Mark Gurman says Apple may be preparing a new generation of AI servers, though he is uncertain whether the system will use an M7 Ultra chip or an M8 Ultra chip. He previously reported that Apple was working on an AI server intended to compete with Nvidia and built around M7 technology for 2029. The post also says Apple has another AI server planned to go live in early 2027. Separately, sources cited by Techmeme and The Information say Apple is developing enterprise AI servers for 2029 that would use either two or four M8 Ultra chips. Apple is also reportedly considering Nvidia’s NVLink Fusion for those systems, but the supplied material does not confirm the final chip configuration or product plans.
