Apple is working on an enterprise AI server powered by its high-performance M-series Ultra chips, according to a report from The Information. The product, expected to debut in 2029, would mark Apple's first server offering in nearly two decades and signals a major strategic pivot under new CEO John Ternus.
The server would come in two configurations featuring either two or four future M8 Ultra chips. The project reportedly received backing from Ternus when it began roughly a year ago, while he was still leading Apple's hardware engineering division before succeeding Tim Cook on September 1.
The move capitalizes on surging demand for Apple silicon in AI workloads. AI companies including OpenAI have purchased tens of thousands of Mac minis and Mac Studios to train AI agents through reinforcement learning, while Anthropic has rented Mac minis through Amazon Web Services. The popularity of these machines has clearly encouraged Apple to build a purpose-built enterprise product.
Apple is also exploring the use of Nvidia's NVLink Fusion technology to connect its M8 chips using data center networking equipment. Sources indicate the two companies have been in active discussions, though The Information cautioned the project could still be canceled or proceed without Nvidia's involvement.
If realized, the server would face a shared industry challenge: the ongoing memory chip shortage driven by AI data center construction, which has already pushed up prices across consumer electronics.