OpenAI and other artificial intelligence labs, including Anthropic, have significantly increased their purchases of Apple hardware, acquiring tens of thousands of Mac minis and Mac Studios to train AI computer agents, The Information reported. This surge in demand has led to shortages, with the most powerful Mac models reportedly sold out for several months.
Apple’s Mac revenue benefited from this trend, rising nearly 29 percent to reach $10.4 billion in the June quarter, according to The Decoder. The growing reliance of AI developers on Apple’s hardware highlights a new driver of hardware sales beyond traditional consumer markets.
For Japanese investors and technology markets, this trend underscores the expanding role of AI in boosting demand for premium hardware, potentially influencing supply chains and pricing in local Apple product markets.