Speaking during Apple’s second fiscal quarter 2026 earnings call, CEO Tim Cook warned that supplies of the company’s Mac mini and Mac Studio desktops could remain constrained for months. According to Cook, surging demand driven by artificial intelligence workloads outpaces Apple’s manufacturing capacity.
The surge comes amid growing interest in “local AI,” where models run directly on personal machines rather than on remote cloud servers. Privacy concerns, latency reductions, and rising cloud inference costs have pushed many developers and companies toward on-device AI processing.
