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CoolIT says that above 250 kW per rack, hybrid air-liquid cooling no longer works because the air-side load becomes too large and costly to manage. Its response is a cooling architecture that captures nearly all rack heat in liquid, cutting air cooling to under 1% of the load and enabling fanless server designs built on six generations of modular coldplate technology.
Apple is reportedly building custom AI servers around future M8 Ultra chips, planned in two- and four-chip configurations, and is evaluating Nvidia's NVLink Fusion for high-speed interconnects between them. The project, said to have started roughly a year ago under former hardware chief John Ternus, aims to replace Apple's existing in-house connectivity tech, which is reportedly too slow and expensive for large-scale deployment.
Apple is reportedly exploring an AI inference server using future M8 Ultra chips, in configurations of two or four chips, and is debating whether to use Nvidia's NVLink Fusion to link them instead of its own interconnect methods. Any product wouldn't ship before 2029 and could be canceled. The plan follows rising demand from AI firms like OpenAI and Anthropic, which have bought or rented large numbers of Mac mini and Mac Studio units for reinforcement-learning workloads.
Apple is reportedly building an enterprise AI server powered by future M8 Ultra chips, expected to launch in 2029 in configurations with two or four chips, according to The Information. The project reportedly began about a year ago with backing from John Ternus, now Apple's CEO, when he still led hardware engineering. This would be Apple's first server product in roughly twenty years.
According to The Information, Apple is developing enterprise-grade AI servers built around its future M8 Ultra chip, intended for sale to AI developers, businesses and governments rather than just internal use. Two configurations are reportedly planned, one linking two M8 Ultra chips and another linking four, with Apple weighing Nvidia's NVLink Fusion networking tools to connect them. The project has been underway for about a year with CEO John Ternus reportedly supportive, though nothing is finalized and launch isn't expected before 2029.
Dell Technologies stock surged 10% on Friday after RBC Capital Markets began coverage with an outperform rating and a $640 price target. The move adds to a rally that has already lifted Dell shares nearly 350% in 2026, driven by its growing role supplying Nvidia-based servers to cloud and enterprise customers building out AI infrastructure.
Dell Technologies reported fiscal second-quarter revenue of $46.97 billion and adjusted earnings of $7.04 per share, both well above analyst expectations, driven by strong AI server sales. The company raised its full-year guidance to $25.50 in adjusted earnings per share on $192 billion in revenue, up sharply from earlier projections of $17.90 per share and $165-169 billion.
According to The Information, the Trump administration is preparing a new export control aimed at closing a loophole that lets Chinese firms tap advanced AI compute through remote servers hosted in Thailand and Singapore, countries not currently bound by China-specific chip restrictions. The Commerce Department could circulate the draft rule to industry groups for feedback as early as September.
Taiwanese prosecutors have charged nine individuals in connection with an alleged scheme to illegally smuggle AI servers, according to reporting on the case. The same roundup notes the U.S. has sanctioned suspected Iranian hackers on what officials called 'economic D-Day,' and Alabama has issued a subpoena to OpenAI over a cyberattack tied to its systems.
Bloomberg's Mark Gurman reports Apple may release an updated Mac mini within days, ahead of the anticipated September event for the iPhone 18 Pro and iPhone Ultra. The refresh follows persistent supply shortages and rising demand tied to users running AI models locally, with Apple said to have tested both M5 and M6 chip variants.
Taiwanese prosecutors in Keelung have charged nine people, reportedly including an Nvidia senior manager and two Supermicro employees, with breach of trust and document forgery for allegedly faking records to disguise illegal exports of high-end AI servers to China. Investigators found that of 130 B300 servers falsely documented as installed in Taiwan, 74 were actually shipped to Chinese customers, while 56 were stopped after customs officials spotted inconsistencies. The probe follows the March arrest of Supermicro co-founder Wally Liaw in the US over an alleged $2.5 billion scheme to route restricted AI servers to China.
Prosecutors in Keelung, Taiwan have indicted nine individuals—including a senior Nvidia manager and two Supermicro employees—on charges of breach of trust and document forgery tied to illegal exports of high-end AI servers to China. Investigators say the group falsified paperwork to make it look like 130 B300 servers were deployed in Taiwan, when 74 were actually shipped to Chinese customers; the remaining 56 were stopped after customs officials spotted inconsistencies.