Sources: Apple is looking for chip companies to buy to boost its AI server chip efforts as it struggles with the performance of its servers running on M2 Ultra
THE SO WHAT
If Apple is shopping for AI chip acquisitions because M2 Ultra can’t carry server workloads, the bar for in-house general-purpose silicon in AI infra just moved higher. Infra buyers should assume more vertical integration and custom accelerators across the majors — and design their own stacks to avoid single-vendor lock-in on any one chip architecture.
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