Accelerator interconnect

Apple is reportedly considering a return to the commercial server market as competition over accelerator interconnect technology intensifies among chipmakers. The move would mark a notable shift for a company that exited the server business years ago, and it comes as rivals race to define standards for linking AI accelerators in data centers. Details about timing, products or partners remain scarce, and Apple has not publicly commented on the reports.

Investors are asking whether Credo Technology can turn its 1.6T optical transceivers into its next major growth driver as AI data-center demand accelerates. The company, known for high-speed connectivity solutions, is positioning next-generation optics to capture spending tied to increasingly powerful AI infrastructure. Discussion centers on whether optical interconnects can meaningfully expand Credo's revenue alongside its core connectivity products.