Apple Is Reportedly Accelerating Chip Releases Due to AI Pressure

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Apple is changing the way it will handle the release of its next flagship M processors going forward, according to a report from Bloomberg's Power On newsletter.

Power On author Mark Gurman wrote that in a race to get to its M7 generation of processors, which use neural processing to improve AI performance, Apple will skip some iterations of processors along the way. For instance, whereas Apple may have released Pro, Max and Ultra versions of some M-series processors, it may not do so for the next one in line, M6, due out this fall.

AI Atlas

Apple's M5 processors for desktop and laptop Mac computers, as well as some iPads, started becoming available in those products in the fall of 2025.

Bloomberg previously reported anticipated changes in the M6 roadmap in June, but is now reporting how Apple's plans for its processor lineup, up to the M8, are being influenced by artificial intelligence, including competition from companies like Nvidia. Gurman points to the development of advanced AI performance for the M7 Ultra processor as one reason for accelerating the chip-release roadmap. An even more advanced M8 processor codenamed Soko is also in the works, according to the report.

A representative for Apple didn't respond to a request for comment.

Apple's long game on AI

Apple has not been as overtly aggressive with its AI efforts as other tech giants like Microsoft, Google, Meta and OpenAI. But as Gurman suggests in his report, it has been quietly laying the groundwork for its long-term AI goals using technology it developed, even on failed projects such as the canceled Apple Car.

The company has delayed versions of its Siri assistant to refine its AI capabilities while continuing to develop processors that can handle the high demands of on-device AI rather than offloading processing to data centers, as many AI services do.

This strategy has served Apple well in the past: Wait for others to introduce new technology, learn from their mistakes, and then release its own products that are more refined. It's how Apple dominated headphones with its AirPods and what it did in wearables with the Apple Watch.

But with AI, Apple is battling competitors -- including partners like Google -- on several fronts. And that is requiring the company to shift its strategy in several ways. With its processors, Apple is pushing for improvements in memory bandwidth and Neural Engine improvements, said Mahdi Eslamimehr. executive vice president at Quandary Peak Research.

"Skipping the M6 Pro, Max and Ultra to pull the M7 generation forward is the clearest signal yet that AI has displaced CPU and graphics as the organizing principle of Apple's chip roadmap," Eslamimehr told CNET.

That move, he said, is bolstered by the company's hardware chief, John Ternus, taking over as CEO in the fall. "That silicon-first bet now has backing at the very top of the company," Eslamimehr said.

Apple, he said, won't be competing with Nvidia on the data center side of the AI business where it dominates with its processors, but will instead focus on making devices that excel as private, on-device AI computing powerhouses that eventually "would push local performance toward workstation class."

The payoff for Apple power users, he said, will be more powerful hardware-native AI, but it might not be until late 2027 before they get their hands on top-tier Apple M7 hardware.

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