Apple is reportedly developing specialized chips for smart glasses and AI servers, according to Bloomberg’s Mark Gurman. The company’s silicon design team is also working on processors for future Macs, aiming to support a wider range of upcoming devices.
Sources familiar with the matter, who spoke anonymously due to the private nature of the plans, said the tech giant is making progress on a dedicated chip for smart glasses. This suggests a ramp-up in efforts to create a product that could rival Meta Platforms Inc.’s Ray-Ban smart eyewear.
Mass production of the chip is expected to begin between late 2026 and 2027, the report noted, with the smart glasses potentially launching within two years. Taiwan Semiconductor Manufacturing Co. will handle chip production, continuing its long-standing role in fabricating the company’s key silicon components.
AI Servers and Mac Processors
The report added that the company is also working on processors for AI servers that will support its Apple Intelligence platform. These chips, part of an internal initiative known as Baltra, are targeted for completion by 2027. Unlike the M2 Ultra used in high-end Macs for AI workloads, the new chips are being custom-built for server-side processing.
It is considering architectures with significantly higher capabilities, possibly featuring two, four, or even eight times the CPU and GPU cores found in the M3 Ultra. The Information noted that Broadcom Inc. is collaborating on this effort.
In the Mac segment, the company is preparing multiple processors, including the M6 (codenamed Komodo) and M7 (internally referred to as Borneo). Another high-end chip, Sotra, is also in development. Meanwhile, the M5 processor is expected to be integrated into upcoming iPad Pro and MacBook Pro models, with availability anticipated by the end of 2025.