Kuo: Apple to Mass-Produce AI Server Chips in Late 2026

Overview

• Analyst Ming-Chi Kuo reports that Apple’s self-developed AI server chips are slated for mass production in the second half of 2026.
• Kuo says Apple-operated data centers are planned to begin construction and operation in 2027.
• Initial deployments are expected to use existing third-party data centers at smaller scale before Apple’s own facilities come online.
• Kuo characterizes Apple’s AI arrangement with Google as temporary and aimed at easing immediate feature demands.
• The approach responds to pressure for a credible WWDC showing and rapidly rising expectations for cloud-based AI.