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Applied AI·September 22, 2026·1 min read

Apple weighs its first server since the Xserve, and as always, Nvidia may hold the key

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If Apple re-enters servers and still has to lean on Nvidia for interconnect and system design, it underscores how strong Nvidia’s grip is on AI data center topology. For operators, the practical question is less “Apple or x86” and more whether any new entrant can meaningfully change your GPU supply and networking constraints in the next 24 months.