Apple considers acquiring server chip companies

Apple is exploring acquisitions of chip startups to bolster its struggling in-house AI server processors, which currently rely on repurposed M2 Ultra chips; its custom Baltra chip co-developed with Broadcom has been delayed, forcing Apple to offload large language model inference to Nvidia and Google Cloud. If you've built inference silicon or optimised server chips, Apple just signalled it's buying rather than waiting for Baltra to ship. Your startup has a live acquirer in the market with $45bn in cash and a demonstrated weakness it needs to fix this quarter.