Apple was surprised by AI-driven demand for Macs | TechCrunch
Briefly

Apple was surprised by AI-driven demand for Macs | TechCrunch
"Apple reported $8.4 billion in Mac revenue for the second quarter, exceeding Wall Street's expectations of low $8 billion. Mac sales increased by 6% year-over-year, surprising investors who anticipated flat sales."
"Tim Cook stated that customer demand for the MacBook Neo was 'off the charts' and higher than expected, contributing to a record number of new customers for the Mac platform."
"Cook attributed the growth in Mac sales to the platform's capability for running local AI models, noting that the Mac Mini and Mac Studio devices sold out due to this unexpected demand."
Apple's Mac revenue reached $8.4 billion, surpassing Wall Street expectations. Sales increased by 6% year-over-year, attributed to new product launches like the MacBook Neo. CEO Tim Cook noted unprecedented demand for the Neo and record numbers of new Mac customers. The growth was also linked to the use of Macs for AI workloads, with Mac Mini and Mac Studio devices selling out. Despite the growth, Mac revenue remained flat quarter-over-quarter, indicating potential challenges in sustaining this demand.
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