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
Apple today introduced the iPhone 16e, its newest entry-level smartphone. The device succeeds the third-generation iPhone SE, which has now been discontinued.
The iPhone 16e features a larger 6.1-inch OLED display, up from a 4.7-inch LCD on the iPhone SE. The display has a notch for Face ID, and this means that Apple no longer sells any iPhones with a Touch ID fingerprint button, marking the ...
Over the years, Apple has switched from an aluminum frame to a stainless steel frame to a titanium frame for its highest-end iPhones. And now, it has been rumored that Apple will go back to using aluminum for three out of four iPhone 17 models.
In an investor note with research firm GF Securities, obtained by MacRumors this week, Apple supply chain analyst Jeff Pu said the iPhone 17, iPhone...
Now that Apple has announced its new more affordable iPhone 16e, our thoughts turn to what else we are expecting from the company this spring.
There are three product categories that we are definitely expecting to get upgraded before spring has ended. Keep reading to learn what they are. If we're lucky, Apple might make a surprise announcement about a completely new product category.
M4...
Apple is set to "significantly change" the iPhone's design language later this year, according to a Weibo leaker.
In a new post, the user known "Digital Chat Station" said that the iPhone's design is "starting to change significantly" this year. The "iPhone 17 Air" reportedly features a "horizontal, bar-shaped" design on the rear, likely referring to an elongated camera bump. On the other...
Wednesday February 19, 2025 11:38 am PST by
Juli CloverFollowing the launch of the iPhone 16e, Apple updated its iOS 18, iPadOS 18, and macOS Sequoia pages to give a narrower timeline on when the next updates are set to launch.
All three pages now state that new Apple Intelligence features and languages will launch in early April, an update from the more broader April timeframe that Apple provided before. The next major point updates will be iOS ...
In a social media post today, Apple CEO Tim Cook teased an upcoming "launch" of some kind scheduled for Wednesday, February 19.
"Get ready to meet the newest member of the family," he said, with an #AppleLaunch hashtag.
The post includes a short video with an animated Apple logo inside a circle.
Cook did not provide an exact time for the launch, or share any other specific details, so...
The first iOS 18.4 beta for iPhones should be just around the corner, and the update is expected to include many new features and changes.
Bloomberg's Mark Gurman expects the iOS 18.4 beta to be released by next week.
Below, we outline what to expect from iOS 18.4 so far.
Apple Intelligence for Siri
Siri is expected to get several enhancements powered by Apple Intelligence on iOS...
Apple released the HomePod mini in November 2020, followed by the AirTag in May 2021, and both still remain first-generation products.
Fortunately, rumors suggest that both the HomePod mini and the AirTag will finally be updated at some point this year.
Below, we recap rumors about the HomePod mini 2 and AirTag 2.
HomePod mini 2
In January 2025, Bloomberg's Mark Gurman said Apple is ...
