Serenity: Apple Unexpectedly Becomes a Beneficiary of AI Infrastructure Demand, With Both OpenAI and Anthropic Using Mac Devices

Odaily Planet Daily News "White-Haired Stock Guru" Serenity stated that Apple is unexpectedly becoming a beneficiary of AI infrastructure demand. OpenAI is reportedly stockpiling tens of thousands of Mac mini and Mac Studio units for reinforcement learning-related tasks, while Anthropic is also renting Mac mini devices from Amazon to carry out similar AI work.

Serenity also pointed out that Anthropic has begun collaborating with Raspberry Pi to develop new model hardware standards, but there is currently no news of OpenAI or Anthropic massively purchasing Raspberry Pi devices for similar tasks. Serenity believes that some customers have switched to NVIDIA DGX Spark due to overly long Mac delivery times, so Apple's advantage in related AI hardware demand may not be sustainable in the long term.