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Apple Might Make Servers Again to Cash In on the AI Rush

September 16, 2026
AI News
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The Information reported on 16 September 2026 that Apple is developing an enterprise AI server built around future M8 Ultra silicon, in two- and four-chip configurations, and has discussed using Nvidia’s NVLink Fusion interconnect to wire them together. Nothing is finalised, nothing ships before 2029, and the project could be cancelled. This article separates the single-sourced claims from the confirmed facts: Apple’s Houston plant has been shipping Private Cloud Compute servers since October 2025, the shipping M5 Ultra runs at 1.2TB/s of unified memory bandwidth, and Apple’s roughly $13 billion of annual capex sits against $725 billion of combined 2026 guidance from four rivals.

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Nvidia’s $3.5B MediaTek Bet Reveals Its Plan for Tackling Big Tech’s AI Chip Buildout

August 31, 2026
Artificial Intelligence
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Nvidia is investing $3.5 billion in MediaTek through convertible bonds, announced 31 August 2026, deepening a partnership spanning AI data centres, RTX and DGX Spark-class PCs and automotive platforms. MediaTek will adopt Nvidia’s NVLink Fusion and NVHBM interconnects to design custom chips for AI companies and hyperscalers that plug straight into Nvidia-based data centres. This analysis covers what the deal includes, why it lands as Amazon, Google, Microsoft, OpenAI and Anthropic build their own silicon, MediaTek’s $2 billion-to-$12 billion data-centre ambition, the risks, and what it means for businesses buying AI services.