Could be, but I thought Apple's decicated server chips were still a couple of years away.
Part of the old rumors were that Apple was going to use the Mac stuff as a stopgap unitl then.
December 2024
" ... Apple Intelligence servers are currently powered
by the M2 Ultra chip, and they are expected to
start using M4 series chips next year..."
https://www.macrumors.com/2024/12/11/apple-intelligence-servers-new-chip-report/
That report is looking pretty bad right now. This card pictured is no where near big enough to hold a M2 Ultra. Apple could have a different set of servers made and deployed besides these being shown to the press ( and now further leaked). That isn't an Ultra.
Apple could have deployed two different server designs. The 'old' one never got any big press coverage.
What they now doesn't look like Ultra capable ( power and cooling).
And there was no Ultra 4. The linked to M4 didn't explictly say M4 Ultra but walking down to M4 Max/Pro would be slightly odd ( unless the expectation was that the model deployed would be getting smaller. For Apple that wouldn't be too surprising, but a good expectation for them to have. ).
"... while Broadcom is said to be providing some networking technology for it. TSMC is expected to begin mass production of the chip in 2026, using its third-generation 3nm process, known as N3P. ..."
If Ultra 3 sank and slowed it would be easy for that '2026' to slide into '2027'. The 'buzz' around skipping M6 Pro/Max to get to much better AI focused M7 generation would be a pretty good candidate to coupled to the "PCC compute server" roll out.
More recently July 2026
" ... Apple's own AI server chip, internally code-named
Baltra, had been expected to ship this year but has been delayed, according to people said to be familiar with the project. ..."
Apple is looking to acquire AI chip companies as part of an effort to reduce its dependence on Nvidia for demanding AI workloads, according to The Information. Apple currently handles some AI processing in its own data centers using its own chips, but relies on Nvidia hardware housed within...
www.macrumors.com
later in that article .
" ... That limitation became apparent during development of the revamped
Siri, when engineers reportedly attempted to run Google's Gemini models on Apple's own server infrastructure but found that the chips, designed with Mac workloads in mind, could not handle a model of that scale. As a result, Apple was required to process portions of the new Siri's workload using Nvidia chips within Google's cloud infrastructure. ..."
If there are no Ultra class nodes and these have mainly been plain Mn powered server boards., then missing running a medium-large model wouldn't be hard. There was a big mismatch between how much RAM was needed and how big of server cards they were making.
Maybe getting these M5 nodes because the projected M4 Ultra/Max didn't work.
P.S. No M4 Ultra ( March 2025 ... just 3-4 months after the Dec 11 report. ).
The new Mac Studio is available with mismatched M4 Max and M3 Ultra chip options. Will there be an M4 Ultra chip in the future, though? It looks unlikely. Here are three reasons why Apple might never release an M4 Ultra chip. First, among Apple's line of Mac chips, the highest-end Ultra...
forums.macrumors.com