1. Apple’s internal server hardware is real and well‑known
Multiple commenters note that Apple builds its own rack‑mount servers for internal AI work (e.g., “Apple has officially released video of their servers in the WSJ report…”, “Apple has to have significant build infrastructure to support internal iOS development…”, “Apple built internal M5 servers for private cloud compute…”).
2. Demand for Apple hardware is driven by AI/memory needs, leading to price spikes and supply crunch
Users observe that the surge in AI workloads (especially needing large unified RAM) has pushed up Mac prices and created scarcity: “just a real bummer that they raised the prices so much”, “RAM is the new gold… Valve even had to increase the price for a 4 year old piece of hardware”, “More customers is generally a good problem to have… but the situation is very paradoxical given the supply shortages”.
3. Local AI on Apple/Mac hardware offers privacy, control, and niche benefits but lags behind cloud models in performance/cost‑effectiveness
Many discuss trade‑offs: local setups avoid sending data to third parties (“I would not be comfortable sending a cloud provider…”, “You don’t get to have a computer that can also be used for other applications…”), yet acknowledge they are currently inferior: “local models require a substantial amount of prompt+harness engineering…”, “Even upgrading to an even more expensive Mac Ultra 256GB… still won’t be comparable”, “cloud models are still better, but it's the 'harness'… that makes it so”.
4. Apple missed or underestimated the enterprise/AI market opportunity, though some see potential if they pivot
Commenters criticize Apple for not anticipating demand (“Tim Cook… oops, we missed that people are interested in AI work on our machines…”, “It’s fun to see how many people here believed this was all some clear deliberate strategy… rather than an accident”), while others suggest Apple could capture the market by offering more RAM‑rich machines (“Apple has a huge opportunity here to lead the market for machines to run local models…”, “If I were running Apple I'd call the RAM price bubble for what it is and temporarily eat some margin…”).