The Information Machine
Following·since 31 Aug 2026·Day 4·6 sources

OpenAI Buys Tens of Thousands of Macs for Computer-Use Agent RL Training

The gist

AI lab bulk orders have become a material driver of Apple's Mac revenue across consecutive quarters. The reinforcement learning workflow for computer-use agents requires running many independent agent instances simultaneously, making consumer-grade Apple hardware relevant to frontier AI infrastructure at scale.

The full picture

OpenAI has purchased tens of thousands of Mac minis and Mac Studios to train computer-use agents through reinforcement learning, and is seeking to acquire more. Other AI labs are making comparable purchases. The agents autonomously handle multi-step tasks by observing a computer screen, choosing an action, and learning from the outcome. Supply of the most powerful Mac configurations has been constrained for months by a memory chip shortage. Anthropic meets similar needs by renting Mac capacity through AWS rather than buying hardware outright. The purchases register in Apple's financials: Mac revenue reached $10.3 billion in Apple's June quarter, up 29% year-over-year and faster than every other reported Apple product category. Earlier in 2026, Apple reported $8.4 billion in Mac revenue for its March quarter, up 6% year-over-year, and cited AI-driven demand as a factor behind the result, which came in above Wall Street expectations of the low $8 billion range.

How it developed
31 August 2026

Reports that OpenAI and other AI labs are buying tens of thousands of Mac minis and Studios for computer-use agent reinforcement learning training; June quarter Mac revenue reported at $10.3B, up 29% YoY

Sources
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