Apple has a good problem on its hands: it simply cannot make enough Macs. On its fiscal Q2 2026 earnings call, CEO Tim Cook confirmed that demand for the Mac lineup has outpaced what the company can supply — and honestly, that’s not a sentence you’d have expected to write a few years ago when Mac growth was chugging along in iPhone’s shadow.
The culprits are interesting. The Mac Mini and Mac Studio are flying off the shelves, and Cook attributes a big chunk of that to people waking up to how capable Apple Silicon is for running AI tools and agentic workflows locally. That’s a trend the company apparently didn’t fully see coming. When your own CEO admits you “undercalled the demand,” that’s a genuine surprise.
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