Called it.
Mark Gurman is saying that Apple is working on a 40-core SoC for the Mac Pro for 2022. You're Tim Cook, sitting in his nice office, looking at how much money you just spent to make this giant SoC for a relatively small market. In fact, you have to do this every year or every two years to keep...
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Never made much sense to only put this in a Mac Pro. The resources Apple would have to put in for a monster chip like this would be way bigger than what they could get in return from such a niche product.
How could you have called it? Your thread's stated premise was that Apple was not only use this in the Mac Pro but in the "apple cloud" to. If the SoC is cancelled not only would the upper end Mac Pro be falling into cancelation now... the data center project would also be screwed.
Without the Mac Pro, the data center SoC wouldn't pay for themselves either. If needed both to be economical then if one segment falls away the whole house of cards collapses.
What didn't make any sense was why Apple would need any data center Arm server packages at all when they can just pay $0.00 in proprietary R&D money and just by them off the shelf from Ampere Computing/Supermico/Inspire/etc. Apple's cloud that they rent from Amazon/Google/etc runs on Linux and the Ampere server packages run that just fine. (actually better than Apple SoC , since they run in 'raw iron' mode with readily availble linux images with supported drivers for data center type networking and storage. )
There likely was no Apple data center "Extreme" SoC at all.
'Called it' that the M2 extreme version was going to extensive? The sky is blue.
If there was no money to do a 'proper' Extreme , then there is pretty good chance there is also no money do a proper Ultra either. That what end up with here is two laptop optimized "Max" dies with some narrow I/O kludge to perhaps roll out a somewhat dubious Mac Pro that still has too chunky "chiplets" that will run into problems in the future. If Apple is stuck in a zone where they have to use the laptop volume to pay for the Mac Pro dies then they are likely going to run into substantive issues rolling forward.
If Apple did the proper diaggreation to save cost using more chiplet focus dies then scaling up would not be a huge cost explosion. AMD's Epyc and 7900 solutions scale just fine. They are more inexpensive than the rival Intel and Nvidia solutions. So the cost do not necessarily spin out of control just because using chiplets. Costs do tend to spin out of control if trying to pound a round peg into a square hole using some Rube Golberg level of complexity to force it to fit.
If was trying to force the laptop Max dies into a quad configuration ... yeah that would probably spin out of control on costs , because it is bad chiplet die. Too large and too chunky.
If what the M2 Ultra in the Mac Pro is getting is a "more affordable kludge" then I suspect there are going to be some disappointed folks.
Apple could have factored a desktop building block that could be spread over the Mac Studio , Mac Pro (and a high end iMac Pro if brought that back). They didn't necessarily need a data center deployment to generate deployment volume.
I suspect Apple has a growning number of chip design build issues ( > $1B cellular modem that is just burning money, AR/VR custom SoCs , etc. ) that probably are stretching them thin.
If the M2 Ultra is just two M2 Max dies slapped together the Studio also doesn't have the volume to support a specific SoC. ( It isn't just the Mac Pro).