Covers Apple for The Information; authored deep dive on Mac Mini and Mac Studio traction in AI era, citing enterprise demand and supply chain dynamics.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
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 own GPUs as seen with Amazon's custom silicon efforts.
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, though the project may still be cancelled.
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 product launches.