🖥️ Frontier labs are quietly hoarding Mac minis
OpenAI and Anthropic bought tens of thousands of Mac minis and Studios to train computer-use agents, per The Information. Demand is so intense the top models have been sold out for months. Apple's Mac revenue jumped 29% to $10.4B, and nobody saw this bottleneck coming. Forget GPU shortages, the real constraint on agent AI might be consumer desktop supply chains.
Watch Apple earnings calls closer than Nvidia's, the agent race is buying hardware nobody priced in.
1August 31, 2026 77 2
