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Apple Plans AI Server With M8 Ultra Chips And Nvidia Networking For 2029 Launch

Apple is developing an enterprise server using its own M-series Ultra chips and Nvidia networking gear to target the AI market.

5 publishers · 5 articles · first seen 16 Sept 2026 · updated 44d ago

Headline and summary written by an AI model from the linked articles; not reviewed by a person. How this was made

First reported by theinformation.com, 33 min ahead of the next publisher · who breaks stories first

This story has stopped developing; this page is its permanent record. More from that day

The odds

How the odds moved · Will Apple be the largest company in the world by market cap on December 31?
0%50%100%16%11 Sept, 18:39 UTCnowArs Technica: Apple reportedly building server packed with M-series Ultra chips for AI · 16 Sept, 22:02 UTCThe Verge: Apple might make servers again to cash in on the AI rush · 16 Sept, 17:20 UTCBloomberg Technology: Apple Is Developing Enterprise Server for AI Age, Report Says · 16 Sept, 13:34 UTCLatest from Tom's Hardware: Apple eyes Nvidia NVLink to power its new custom M8 Ultra AI servers — historically bitter rivals reportedly team up for 2029 data center push · 17 Sept, 11:00 UTCtheinformation.com: Apple Considers Return to Server Market, Has Talked With Nvidia to Use Network Tech · 16 Sept, 13:00 UTC

Each tick is a source publishing on this story

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The story so far

5 publishers have covered this in 5 articles since 16 Sept 2026. theinformation.com published first, on 16 September at 13:00 UTC; Bloomberg Technology followed 34 min later. The most recent article, from Latest from Tom's Hardware, appeared on 17 September at 11:00 UTC.

Outlets reporting it: Bloomberg Technology (major outlet), The Verge (major outlet), Ars Technica (major outlet), theinformation.com, Latest from Tom's Hardware.

3 prediction markets price this story:

  • Will Apple be the largest company in the world by market cap on December 31? — the market puts it at 16%, with $4k traded in the last 24 hours, closing 1 Jan 2027. Apple must hold the highest global market capitalization at the exact moment the stock market closes on December 31, 2026. The outcome depends on the final closing prices of all major companies on that specific date. Readers often mistake intraday highs or news reports for the official resolution data.
  • Will Apple be the largest company in the world by market cap on September 30? — resolved “No” on 30 Sept 2026. Apple must hold the highest global market capitalization at the end of trading on September 30, 2026, to trigger the Yes outcome. Any other company holding that top spot results in a No outcome. Readers often mistake the date for the event day rather than the specific market close deadline.
  • Will Apple release a touchscreen MacBook in 2026? — the market puts it at 70%, with $701 traded in the last 24 hours, closing 1 Jan 2027. Apple must make a MacBook with a true touchscreen available for public purchase by December 31, 2026, at 11:59 PM ET. An announcement or an iMac does not count as a qualifying release. Readers often mistake the resolution deadline or assume that any Apple device with touch capability satisfies the condition.

Odds are the market's probability that the outcome happens, updated every few minutes. They are information about what traders expect, not a forecast we make and not investment advice.

How it unfolded

Every source in the order it published, with the odds on Will Apple be the largest company in the world by market cap on December 31? at that moment. A dash means the source published before we started tracking prices.

  1. theinformation.comApple Considers Return to Server Market, Has Talked With Nvidia to Use Network Tech24%
  2. Bloomberg TechnologyApple Is Developing Enterprise Server for AI Age, Report Says24%
  3. The VergeApple might make servers again to cash in on the AI rush19%▼4 points since the previous source
  4. Ars TechnicaApple reportedly building server packed with M-series Ultra chips for AI19%
  5. Latest from Tom's HardwareApple eyes Nvidia NVLink to power its new custom M8 Ultra AI servers — historically bitter rivals reportedly team up for 2029 data center push20%▲1 points since the previous source
  6. Current odds16%

Sources

Every article we clustered into this story. Headlines link to the publisher.

  1. Apple reportedly building server packed with M-series Ultra chips for AI Ars Technica ·
  2. Apple might make servers again to cash in on the AI rush The Verge ·
  3. Apple Is Developing Enterprise Server for AI Age, Report Says Bloomberg Technology ·
  4. Apple eyes Nvidia NVLink to power its new custom M8 Ultra AI servers — historically bitter rivals reportedly team up for 2029 data center push Latest from Tom's Hardware
  5. Apple Considers Return to Server Market, Has Talked With Nvidia to Use Network Tech theinformation.com

Related prediction markets

Linked by software because they are about the same subject. Most ask a different question from the one this story reports, so read each market's own question. How often the link is right

  • Polymarket Will Apple be the largest company in the world by market cap on December 31? 16% +1 $4k 24hends 1 Jan 2027

    Does the market have this right?

    Wrong market?

  • Resolved Will Apple be the largest company in the world by market cap on September 30? No 31d ago

    The market favoured No at 100% a day out, and it won. How often it's right

    Wrong market?

  • Polymarket Will Apple release a touchscreen MacBook in 2026? 70% −2 $701 24hends 1 Jan 2027

    Does the market have this right?

    Wrong market?

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