Apple's Baltra AI server chip, expected this year, is reportedly delayed as Apple looks at buying AI chip companies

Apple/Baltra (AI server chip)

The Information reported that Baltra had been expected to ship in 2026 but has been delayed, with no new date. Apple is also looking to acquire AI chip companies to rely less on NVIDIA, whose hardware in Google's cloud runs part of the new Gemini-based Siri. Apple's server chips, derived from its device chips, reportedly could not handle a Gemini-scale model.

• No acquisition target was named.
• Bloomberg reports Apple is also building a server chip from the M5 Ultra; an M7 Ultra version is unlikely before 2029.
• Broadcom said in a filing that its Apple partnership now runs through 2031.