In today's quarterly earnings call, Apple CEO Tim Cook addressed the ongoing supply shortages of Apple's professional desktop Macs. Many configurations of the Mac mini and Mac Studio are completely sold out in Apple Stores.

Cook noted that customer interest in agency AI use cases (like OpenClaw) has pushed the demand for Mac mini and Mac Studio beyond what Apple had anticipated. Due to ongoing industry constraints for advanced nodes and memory components, the company expects supply shortages for these Macs to continue over the next few months.

Not just desktop computers. Apple also anticipates ongoing supply constraints for the MacBook Neo. Regarding Apple's low-cost laptop, Cook stated that demand is "immeasurable" and that this has helped Apple break its record for acquiring new Mac users.

What Cook said about customer adoption of Mac mini and Mac Studio for AI:

“The Mac mini and Mac Studio are great platforms for AI and agency tools, and the recognition of this by customers is happening faster than we anticipated, so we have seen higher demand than expected.”

Cook specifically pointed out that the availability of advanced nodes where Apple Silicon chips are produced is the main constraint. He explained that the company could not adequately predict how much it needed to produce and that reaching higher demand levels has significant priority timelines. As a result, achieving a supply-demand balance for these machines will take several months.

The company also expects component memory prices to continue to rise in the upcoming period, and Apple is exploring "a few options" to mitigate the impact of this effect.