据The Information报道,OpenAI已采购数万台Mac mini和Mac Studio用于强化学习及Agent训练,Anthropic也通过AWS大量租用Mac算力。受益于Apple Silicon统一内存架构(UMA),Mac可高效运行大模型,性价比优于传统GPU方案,推动苹果Mac业务营收同比增长29%。但需求爆棚引发内存缺货,交付周期拉长,Mac mini价格持续上涨,M6起售价已达6999元。市场甚至出现将Mac部署为AI云服务、用MacBook Pro装机架的奇观。苹果虽无主动布局,但Mac正以野蛮生长之势重返企业级机房。
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