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Apple may return to designing and manufacturing its own server hardware for AI, signaling intensifying competition against Nvidia in enterprise and AI accelerator markets.

If Apple enters AI server and accelerator design, competitive pressure on Nvidia increases sharply; vertical integration by major OEMs erodes GPU-centric architecture dominance and fragments the accelerator market.
Trade pressSlicast · September 27, 2026 at 09:48 UTC · China · Source: 钛媒体
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Apple may return to designing and… · Slicast