Exclusive: Growth Wanes at Instacart, GopuffRead more

Apple senior vice president of hardware technologies Johny Srouji. Screenshot via Apple

Apple’s Road Map for Mac Chips Shows Likely Advantage Over Intel

Photo: Apple senior vice president of hardware technologies Johny Srouji. Screenshot via Apple

Last month, Intel CEO Pat Gelsinger declared that winning back Apple’s business was one of  his top priorities, a move that would ease the shame of Apple having dropped Intel processors from its Mac line of computers in favor of its own designs. It looks like Gelsinger has his work cut out for him.

That’s because Apple’s plans for its future Mac processors suggest those new chips are likely to easily outperform Intel’s future processors for consumer PCs, previously unreported details about Apple’s road map show. Apple has already begun working on the next two generations of Mac chips, which are expected to succeed the M1—the first Mac processor Apple designed in-house as it began to move away from Intel, according to three people with direct knowledge of the plans.

Apple’s third generation of Mac processors—which go by the code names Ibiza, Lobos and Palma, according to three people with direct knowledge of the projects—look to be an especially big step up from the processors Intel is expected to begin shipping around that time, analysts told The Information.

Access on the go
View stories on our mobile app and tune into our weekly podcast.
Join live video Q&A’s
Deep-dive into topics like startups and autonomous vehicles with our top reporters and other executives.
Enjoy a clutter-free experience
Read without any banner ads.
Art by Clark Miller
The AI Age e-commerce ai
How to Grease a Chatbot: E-Commerce Companies Seek a Backdoor Into AI Responses
When Andy Wilson’s company received its first successful client referral through ChatGPT, he was shaken to his core.
Art by Clark Miller.
Exclusive startups crypto
MoonPay CEO, Other Executives Cashed Out Before Crypto Business Dropped
In November 2021, just as crypto prices were hitting all-time highs, MoonPay—a crypto payments startup that celebrities including Jimmy Fallon and Paris Hilton had praised for its non-fungible token “concierge” service— announced it had completed its first ever outside fundraising: an eye-popping $555 million round at a $3.4 billion valuation from investors including Tiger Global Management and Coatue Management.
Art by Clark Miller
The Big Read markets Finance
The Master of Destruction Rides Again
In the spring of 2022, the irascible Wall Street short seller Marc Cohodes was in a particularly foul mood.
Nvidia CEO Jensen Huang. Photo by Bloomberg
semiconductors ai
Why Nvidia Aids Cloud Rivals of AWS, Google and Microsoft
Nvidia’s business of selling chips for artificial intelligence is going gangbusters, but the company faces a looming problem.
Tim Cook. Photo by Bloomberg
Exclusive apple ar/vr
Apple’s Learning Curve: How Headset’s Design Caused Production Challenges
If Apple unveils its long-awaited mixed-reality headset next week as expected, it will represent the company’s riskiest gamble on a new product since the iPhone.
Art by Clark Miller.
Social Studies culture
The Day TikTok Went Dark in India
On June 29, 2020, as thunderstorms swept Mumbai and daily Covid-19 cases in India surged by almost 20,000, millions of people began experiencing a flood of network errors on their mobile devices.