When technology leaders scale their artificial intelligence platforms, they face a straightforward economic choice: rent computing capacity from third-party cloud providers, or build their own infrastructure. Apple Inc. (NASDAQ: AAPL) appears to have chosen the latter route.
Reports indicate that Apple is developing its own servers powered by its upcoming M8 Ultra chips, targeting deployment around 2029. To connect these chips into large server clusters, Apple is also in active technical discussions with NVIDIA (NASDAQ: NVDA) to integrate high-speed networking technology.