Apple Is Suddenly an AI Infra Stock as OpenAI Buys 10k+ Macs(247wallst.com)
18 pointsby prabal972 hours ago5 comments
  • pingou2 hours ago
    I don't understand the economics of that, is it just because compute is very constrained and they are buying everything they can, even suboptimal machines with a lower performance per $? Or is it just an experiment and anyway 10k macs are just a blip?
    • prabal97an hour ago
      I think they just want Apple devices to train their computer-use models in a realistic environment.
      • MisterTea28 minutes ago
        What realistic environment requires 10,000 Macs?
    • unrented7977an hour ago
      The tinfoil hat answer is they want to ensure fewer people can run local LLMs instead of paying OpenAI for their models.
    • notfromherean hour ago
      Aren't they used doing this so they can generate training data for using Macs via the UI with computer use?
  • evanjrowley2 hours ago
    I hope this means OpenAI might become a contributor to Asahi Linux, lest their hardware investment become depreciated due to planned obsolecense by Apple.
    • vablings2 hours ago
      I highly doubt that a purchase this large did not come with contracts to get software working how OpenAI wants on the apple software hardware stack.

      Apple wants this knowledge for their software stack too so it's not going out back into Asahi

  • vbwml2 hours ago

      AI-junkie: Claude, please write an AI infra article about OpenAI buying Macs!
             Please use a non-beige background for once!

  AI-royalty: I'm sorry, non-beige requires the full token price!
  • ChrisArchitect2 hours ago
    Related:

    Apple Caught Off Guard by AI Demand for Mac Mini and Mac Studio

    https://news.ycombinator.com/item?id=49508982

  • bigyabai2 hours ago
    [dead]