Simply put: Apple Silicon is impressively optimized to run local AI models. And the data is clear: people care. Mac Studios They are widely sold out and mini mac They are impossible to find. There are a variety of reasons for this, such as OpenClaw and other computer use agents. But there is also a group of people who buy high-end Macs with unified memory stripes, which are amazing for running local LLMs.
While I’m sure Apple appreciates the additional hardware sales, I think they could push this even further, entering a segment they have so far ignored.
Apple could become a server provider
Apple flirted with the idea of selling servers for a while, in the form of Xserve. There was also a variant of the Mac Pro 2019 that could fit in a server rack. That no longer exists, with no direct replacement.
I think now more than ever there is a good reason to want to have macOS as a server, and it has to do with AI. People want to have agents who can access their Apple services and Mac applications without using their own computers. That’s why so many people are buying. mac mini for use as headless, always-on devices.
I’m not sure how feasible it is, but if this trend continues, I think it could be plausible for Apple to enter the server business, similar to how providers like AWS operate. Customers could pay Apple a monthly fee for access to macOS and Apple Silicon in the cloud.
Apple already has some of the infrastructure for this, with Private cloud computing. Those servers are largely underutilized for nowuntil Apple has its Gemini-tuned Apple Intelligence models ready.
Either way, Apple could expand further. There’s no denying it’s lucrative: More than half of Amazon’s profits come from AWS, not purchases.
Wrap
Apple is already a huge company and iPhone sales prove it no signs of slowing down. However, in the world of AI, if Apple wanted to grow a new part of its business, I think renting computers on Apple Silicon servers running macOS could become a new success. It would certainly prevent some people from buying all the Mac Studios with large amounts of unified memory.
Sure, you could sell people a $4,000 computer one time, or you could make over $200 a month off of them for as long as they need cloud computing.
With Apple CEO Tim Cook likely to resign from his position at some point in the near futureI could easily see Apple pursuing this idea under new leadership. Especially since John Ternus He has hardware experience.
My favorite Apple accessory recommendations:
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