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▶ 0:30 · $AAPL · Apple plans 2029 server re-entry with M8 Ultra chips for AI inferencing

now playing · $AAPL

Apple plans 2029 server re-entry with M8 Ultra chips for AI inferencing

Apple is developing servers using clustered M8 Ultra chips targeting the enterprise AI inferencing market, with a potential 2029 launch backed by hardware chief John Ternus, thoug…

$NVDA···neutral· mediumaaron tilly

Nvidia's NVLink Fusion opens networking tech to Apple and other chip makers

Nvidia is warming its relationship with Apple and offering NVLink Fusion interconnect technology to connect non-Nvidia chips, part of a strategy to monetize networking beyond its…

$MOUNT-THORneutral· lowaaron tilly

Neocloud Mount Thor already selling AI compute on Apple hardware

Mount Thor operates as an early Neocloud customer running AI workloads on Apple Mac hardware, validating demand for Apple silicon in cloud inferencing before Apple's own server pr…

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