The Information reports, in an article with a significant paywall, that Apple is collaborating with Broadcom to create a new AI chip tailored for server applications. Currently, Apple utilizes its M-series chips to run Apple Intelligence on its servers through a system called Private Cloud Compute. The report indicates that the forthcoming chip, anticipated by 2026, will be the first server chip specifically engineered for AI functions.
The Information refers to “one insider” stating that Broadcom is Apple’s partner in developing this AI server chip, which has been codenamed Baltra.
What leads to this partnership with Broadcom and the need for a dedicated AI chip? Apple has been designing its own processors for iPhones and Macs for over ten years, with the Mac utilizing Apple-designed chips for quite some time. These processors feature neural engines optimized for rapid AI processing. However, the anticipated server chip’s specifications may not align with those of personal computers. Broadcom, a U.S.-based company, specializes in manufacturing server-grade processors.
The rumor is promising for the advancement of Apple Intelligence, indicating significant enhancements in handling complex AI tasks in the near future. With a 2026 timeline, Apple Intelligence may soon see substantial upgrades, which could enhance an already speculated Siri feature.
What enhancements could Apple Intelligence utilize? Mark Gurman from Bloomberg mentioned last month that Apple plans to introduce a more conversational version of Siri, which might be announced as early as next year and potentially launched in — you guessed it — 2026. This new iteration of Siri is expected to support conversational query inputs similar to what ChatGPT and Claude currently offer.
For the complete story on the AI server chip, refer to The Information.
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