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Apple reportedly developing M8 Ultra AI server for 2029 at the earliest

A user citing The Information says Apple has discussed using Nvidia’s NVLink Fusion to connect the chips. The server would be sold to developers, businesses and governments.

Swing Trading and CoffeeST
1 Source, 21d ago, first seen 21d ago

TLDR

According to a user citing The Information, Apple is developing an AI inference server using its own M8 Ultra chips. It has discussed using Nvidia’s NVLink Fusion to connect those chips. The product would be sold to developers, businesses and governments, with 2029 the earliest possible launch. The project could still be canceled.

Combined views

319

1 Source, first seen 21d ago

2 likes

Combined views

319

1 Source, first seen 21d ago

2 likes

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

1 Source

Swing Trading and Coffee@swingtrader52📊 Apple and Nvidia are in talks and the market is treating it like a live headline. This is not a signed deal yet but could be big. The Information says Apple is building an AI inference server on its own M8 Ultra chips and has discussed using Nvidia’s NVLink Fusion to connect those chips. The product would be sold to developers, businesses, and governments. Earliest launch is 2029 and the project can still get canceled. Who benefits if this becomes real: • $AAPL gets a new enterprise AI product line beyond phones and Macs. New CEO John Ternus backed this when he ran hardware. • $NVDA gets a potential customer for networking gear even if Apple uses its own chips instead of Nvidia GPUs. • $DELL, $HPE, and $SMCI possibly sell on the news. Those names compete in the same server market. Both stocks already moved a little higher this morning. Today is also Fed day, so this headline may not hold the tape after 2pm. Trade it as a rumor until either company confirms it. I'm currently still long calls on NVDIA. 🟩 SUBSCRIBE TO THE YOUTUBE CHANNEL ☕📊✌️ https://youtube.com/@swingtradingandcoffee #StockMarket $AAPL $NVDA $SMCI #Fed #Trading21d
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    1 Source

    Swing Trading and Coffee@swingtrader52📊 Apple and Nvidia are in talks and the market is treating it like a live headline. This is not a signed deal yet but could be big. The Information says Apple is building an AI inference server on its own M8 Ultra chips and has discussed using Nvidia’s NVLink Fusion to connect those chips. The product would be sold to developers, businesses, and governments. Earliest launch is 2029 and the project can still get canceled. Who benefits if this becomes real: • $AAPL gets a new enterprise AI product line beyond phones and Macs. New CEO John Ternus backed this when he ran hardware. • $NVDA gets a potential customer for networking gear even if Apple uses its own chips instead of Nvidia GPUs. • $DELL, $HPE, and $SMCI possibly sell on the news. Those names compete in the same server market. Both stocks already moved a little higher this morning. Today is also Fed day, so this headline may not hold the tape after 2pm. Trade it as a rumor until either company confirms it. I'm currently still long calls on NVDIA. 🟩 SUBSCRIBE TO THE YOUTUBE CHANNEL ☕📊✌️ https://youtube.com/@swingtradingandcoffee #StockMarket $AAPL $NVDA $SMCI #Fed #Trading21d
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