Apple is preparing to mass-produce its own AI-focused server chips in the second half of 2026 amid reliance on a short-term partnership with Google to meet immediate AI expectations, according to analyst Ming-Chi Kuo. In a new post on X, Kuo said that Apple is facing mounting short-term pressure in artificial intelligence that is shaping its current strategy, even as it continues to pursue long-term control over core AI technologies.

Apple is preparing to mass-produce its own AI-focused server chips in the second half of 2026 amid reliance on a short-term partnership with Google to meet immediate AI expectations, according to analyst Ming-Chi Kuo. In a new post on X, Kuo said that Apple is facing mounting short-term pressure in artificial intelligence that is shaping its current strategy, even as it continues to pursue long-term control over core AI technologies.