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HomeNewsMing-Chi Kuo: Apple will get serious about AI server chips in 2026

Ming-Chi Kuo: Apple will get serious about AI server chips in 2026

Analyst Ming-Chi Kuo insists Apple will double down on artificial intelligence, by mass-producing specialized AI server chips in 2026 and filling new AI data centers with it in 2027.

Workers operate machinery and computers in a bright industrial workshop, with one man in ear protection focusing on a metal component at a central workbench.
nside Apple’s R&D center in Austin, Texas – |mage credit: Apple

Artificial Intelligence is a big part of the modern tech landscape, and Apple is no different to others in spending heavily in the field. Part of that expenditure is on servers and infrastructure, and Apple’s efforts will be quite visible in the coming year if an analyst is correct.

TF Securities analyst and long-time Apple observer Ming-Chi Kuo posted to X on Tuesday about a podcast appearance, which included a discussion about Apple’s AI work. In his notes, he forecasts that Apple’s own-designed AI chips for servers will finally enter mass production in the second half of 2026.

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Source: Ming-Chi Kuo: Apple will get serious about AI server chips in 2026

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