AAPL · News · 20260916N

AI Infrastructure and Strategy

Apple Inc. · 2026-09-16 · Importance 31 · Surprise 42

Apple is reportedly considering Nvidia’s NVLink Fusion networking technology for a planned AI inference server powered by Apple-designed chips. The reported initiative would mark Apple’s potential return to the enterprise-server market, which it exited in 2011. The plan indicates a strategic focus on deploying Apple silicon for AI infrastructure while using Nvidia networking technology, although no investment amount or launch timeframe was disclosed.

Key facts

• Apple has discussed using Nvidia's NVLink Fusion networking technology in a planned AI inference server powered by its own chips, according to The Information cited by Reuters. source
• Apple hasn't been in the enterprise server market since 2011, according to a Fool.com report in the digest. source