OpenAI buys tens of thousands of Macs for agent training, causing shortages

TheZachMueller · x · 2026-09-01

OpenAI reportedly purchased tens of thousands of Mac minis and Mac Studios to train computer-use agents via reinforcement learning, while Anthropic rents similar hardware through AWS. The surge in demand forced Apple to pull high-RAM configs from sale, with remaining stock facing 16-18 week shipping delays and scalpers selling base models at 2x retail. Apple fast-tracked refreshes for both lines, with Mac revenue hitting $10.4B last quarter (up 29% YoY).

Related event: OpenAI Buys Tens of Thousands of Macs to Train Agents, Boosting Apple Revenue 29%(18 posts)→

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