July 20, 2026 03:51 AM GMT Apple, Inc. | North America The Right Chips For the AI Job? Apple's AI server silicon is potentially facing performance challenges that could (1) dampen Siri AI performance and/or (2) force greater (costlier) adoption of NVDA chips in GCP. Our checks indicate no change to M-series builds, with AAPL's first ASIC coming in C1H27, followed by a 2nd gen in '28. Key Takeaways What's new, and what are the potential implications? Last week, The Information reported that Apple is "on the ...