NVDA · News · 20260922N
NVLink Fusion Ecosystem Expansion
NVIDIA CORP · 2026-09-22 · Importance 28 · Surprise 42 · In source text
Apple is reportedly developing enterprise servers using its M8 Ultra chips for potential AI-inference deployment around 2029. Despite using proprietary Apple silicon, Apple is considering NVIDIA’s NVLink Fusion technology to connect the processors. This could allow NVIDIA to monetize networking and interconnects even when customers develop their own AI compute silicon, reinforcing the company’s platform strategy beyond GPUs.
Key facts
- Apple is considering using NVIDIA's NVLink Fusion technology to connect its M8 Ultra processors as it explores enterprise servers targeting a 2029 launch for AI inference. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | Apple is considering using NVIDIA's NVLink Fusion technology to connect its M8 Ultra processors as it explores enterprise servers… |