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Apple reportedly weighs Nvidia's NVLink Fusion for 2029 M8 Ultra AI servers

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GoKawiil Brief

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.

Why It Matters

GoKawiil's interpretation of the reporting above, not reported fact.

Apple's existing Private Cloud Compute servers rely on proprietary interconnects that can't scale efficiently for heavier AI workloads, so adopting Nvidia's NVLink Fusion would mark a rare alliance between two companies with a long rivalry. If confirmed, it would also validate NVLink Fusion as an industry standard beyond Nvidia's own GPUs, potentially reshaping how other chipmakers approach data center interconnects.

Key Takeaways

Source: tomshardware.com — Anton Shilov, 2026-09-17

Published there as: “Apple eyes Nvidia NVLink to power its new custom M8 Ultra AI servers — historically bitter rivals reportedly team up for 2029 data center push”

Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.