Apple Reportedly Building M2 Ultra and M4-Powered AI Servers
Apple has started building its own AI servers that use the M2 Ultra chip, Haitong analyst Jeff Pu reports.
Pu provided the analysis based on supply chain checks in a new note to investors seen by MacRumors. Foxconn is said to currently be assembling Apple AI servers that contain the M2 Ultra, with plans to assemble AI servers powered by the M4 chip in late 2025. Last month, a reputable source on Weibo said that Apple was working on processors for its own AI servers made with TSMC's 3nm process, targeting mass production by the second half of 2025, which may line up with this report about M4-powered AI servers.
Apple's decision to build its own AI server is reflective of the company's ongoing strategy to vertically integrate its supply chain. Apple will likely use its own chips to enhance the performance of its data centers and future AI tools that rely on the cloud.
While Apple is rumored to be prioritizing on-device processing for many of its upcoming AI tools, it is inevitable that some operations will have to occur in the cloud. By the time M4-based servers could be operational in data centers, Apple's new AI strategy should be well underway.
In line with broader industry expectations, Pu also expects Apple to announce on-device AI features at WWDC in June, such as audio recording summarization, photo and video editing, and live translation. While the iPhone 16 lineup will tout a range of AI features, 2025's iPhone 17 models will apparently be more focused AI devices.
Popular Stories
There are concerning reports on Reddit that Apple's latest iOS 17.5 update has introduced a bug that causes old photos that were deleted – in some cases years ago – to reappear in users' photo libraries. After updating their iPhone, one user said they were shocked to find old NSFW photos that they deleted in 2021 suddenly showing up in photos marked as recently uploaded to iCloud. Other...
The iMessage service that Apple users to send messages to one another appears to be down for some users, and messages are failing to go out or are taking an extra long time to send. There are numerous reports about the issue on social networks and a spike of outage reports on Down Detector, but Apple's System Status page is not yet reporting an outage. Update: Apple's status page says...
Apple today previewed new accessibility features coming with iOS 18 later this year, and this includes some new options for CarPlay. Apple highlighted three new features coming to CarPlay: Voice Control: This feature will allow users to navigate CarPlay and control apps with just their voice. Color Filters: This feature will make the CarPlay interface visually easier to use for...
Today is the official launch day of the new iPad Pro models, and these updated tablets mark the biggest feature and design refresh that we've seen for the iPad Pro in several years. We picked up one of the new 13-inch models to check out everything new. Subscribe to the MacRumors YouTube channel for more videos. When it comes to design, Apple is still offering 11-inch and 13-inch size options ...
This year's upcoming iPhone 16 Pro Max is expected to get a boost in overall size from 6.7-inches to 6.9-inches, and a new image gives us a good idea of how the current iPhone 15 Pro Max compares to what could be Apple's largest ever iPhone. The image above, posted on X by ZONEofTECH, shows a dummy model representing the iPhone 16 Pro Max alongside an actual iPhone 15 Pro Max. Dummy...
In April, Apple updated its guidelines to allow retro game emulators on the App Store, and several popular emulators have already been released. The emulators released so far allow iPhone users to play games released for older consoles from Nintendo, Sony, SEGA, Atari, and others. A list of some popular emulators available on the App Store so far follows. Released Delta Delta is...
Top Rated Comments
And I do not expect Apple to offer these servers at retail, so this is not the "return of the Xserve".
So what's the point of the AI server?
1. Generating those models takes a LOT of GPU power for a long period of time. This is what all these companies are paying the big bucks for.
2. Those snapshots get stale quickly, so they need to run a new model every so often. It can cost billions to generate a new model so you don't want to do it too often.
3. As they improved their code, they need to regenerate parts or all of those models.
So does that mean if the snapshot is from Jan 1 I won't get any recent data?
Yes.
To fix that, a lot of the GPTs will leverage the internet to get more up-to-date results. That's slower and the results aren't as good. This part will not be handled on-device obviously.
This is why Apple is trying to strike a deal with Gemini and OpenAI. It's also possible that Apple is looking to handle the fresh data on their own, which would require more servers.