According to The Information, OpenAI purchased tens of thousands of Mac mini and Mac Studio computers to train systems capable of operating computers. The Decoder reports this based on a summary rather than the full text of the original source.
The same summary states that Anthropic also uses Apple equipment. According to the report, the most powerful configurations are sold out for several months ahead.
Demand is also reflected in Apple's metrics: revenue from Macs grew by nearly 29% and reached $10,4 billion in the June quarter. The source does not specify what portion of this growth was driven by purchases from AI labs.
editorial commentary
Why it matters
A likely consequence is increased demand for off-the-shelf Apple computers from AI laboratories. The nearest verifiable signal would be confirmation of purchases by the companies or new data on the availability of powerful configurations. Significant uncertainty remains due to the reliance on a single summary without the full text of the original source.