On August 31st, reports surfaced indicating that OpenAI has procured tens of thousands of Mac computers specifically for reinforcement learning training purposes. In contrast, Anthropic has chosen to lease Macs for their operations. Both firms are now incorporating Apple computers into their AI research and development endeavors.
Given the escalating interest in Macs among AI developers, NVIDIA has come to regard Apple as its foremost competitor within the local AI industry. According to Apple's official figures, during the third quarter of fiscal year 2026, Mac revenue witnessed a substantial 29% year-on-year increase, outpacing growth across all other product categories.