Exchange Ranking
Top Exchanges
24h Volume Ranking
Popularity Ranking
Exchange BTC Balance
Proof of Reserves
Decentralized Exchanges
Funding Rate
Funding Heatmap
Liquidation Data
Max Pain
Long/Short Ratio
Whale L/S Ratio
Binance/Okex/Huobi L/S
Bitfinex Margin L/S
ETF Tracker
Solana ETF
XRP ETF
Hong Kong ETF
Bitcoin Treasuries
Crypto Reversal
Ethereum Reserves
HyperLiquid Wallet Analysis
Hyperliquid Whale Watch
Large Transactions
On-chain Movement
Bitcoin ROI
Stablecoin Market Cap
Options Analysis
News
Articles
Economic Calendar
Features
Wallet
Contract Calculator
Security
Collections
Watchlist
FollowingApple shares rise amid heated discussions on its AI server plan for self-developed chips
On Wednesday, Apple's (AAPL) shares rose as investors digested reports that Apple is developing enterprise-level AI servers based on self-developed chips. The stock's recent trading price was approximately US$334.77, an increase of approximately 1.03%, and once hit an intraday high of US$335.48. The previous trading day closed at $331.34.
Returning to the commercial server market: Focusing on AI loads
According to reports, Apple is considering returning to the commercial server market with hardware designed specifically for AI workloads. Reuters quoted The Information as saying the company had discussed using Nvidia's NVLink Fusion network technology in its future M8 Ultra processors.
For years, Apple has been replacing external processors with self-developed chips in products such as Macs. Today, this strategy may extend to enterprise data centers. It is reported that these servers may be equipped with two or four M8 Ultra processors and mainly focus on AI inference tasks. The project is not expected to appear until 2029 at the earliest and may still change or be cancelled.
Semiconductor strategy and Intel cooperation effect
This development follows Apple's broader semiconductor advancement plan. Previously, Apple's partnership with Intel helped Intel's share price rise 9%, as Apple expanded its participation in U.S. manufacturing chips.
Why Apple investors should pay attention to this matter
AI servers will bring huge market exposure to Apple that surpasses iPhones and Macs. As the demand for AI reasoning expands, major companies are investing heavily in data centers. Apple is expected to use its expertise in energy-saving customized chips to compete for some market demand.
In addition, this adds another AI dimension to Apple stocks, which are already performing strongly in 2026. We previously reported that AAPL's share price jumped 3%, after Apple's market value surpassed Nvidia. According to current market data, Apple's share price has risen by about 23% year-to-date.
Can Apple challenge Nvidia?
This cannot be simply asserted. According to reports, Apple is considering using Nvidia's technology within the server architecture while using its own processor for computing. This could make Nvidia both a supplier and an indirect competitor in parts of the AI infrastructure market.
For Apple, the current stock price response is relatively mild, rising only about 1%, and the server project is still years away from realization. But from a strategic perspective, the story is more profound: Apple's silicon chips have conquered the Mac market, and now Apple is exploring whether the same approach can work in AI data centers.
