Apple says users are snapping up Macs faster than ever and created a supply shortage
Apple reported that demand for Macs has exceeded supply, driven by unexpectedly strong sales of the Mac Mini and Mac Studio, with CEO Tim Cook acknowledging the company underestimated customer interest. The surge is attributed to growing adoption of Apple Silicon for AI and local computing tasks, as well as increased uptake in education and enterprise sectors. Mac revenue reached $8.4 billion in the quarter, a 6% year-over-year increase despite supply constraints.
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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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