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.
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.
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.
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