OpenAI is buying tens of thousands of Mac minis and Mac Studios to train computer-use agents via reinforcement learning, with purchases large enough to register in Apple's Mac revenue.
Apple's Mac revenue hit $10.3 billion in the June quarter, up 29% year-over-year. The machines, announced August 25 with the M6 as Apple's first 2nm chip and the M5 Ultra as a quad-die SoC with up to 512GB unified memory, were positioned by Apple for local AI inference.