Apple Is Suddenly an AI Infra Stock as OpenAI Buys 10k+ Macs

(247wallst.com)

39 points | by prabal97 a day ago ago

25 comments

  • pingou a day ago ago

    I don't understand the economics of that, is it just because compute is very constrained and they are buying everything they can, even suboptimal machines with a lower performance per $? Or is it just an experiment and anyway 10k macs are just a blip?

    • unrented7977 a day ago ago

      The tinfoil hat answer is they want to ensure fewer people can run local LLMs instead of paying OpenAI for their models.

      • mindslight a day ago ago

        But the monthly subscription isn't that expensive?

        (demon rises up. "muahahaha, you don't pay here with money")

    • notfromhere a day ago ago

      Aren't they used doing this so they can generate training data for using Macs via the UI with computer use?

    • prabal97 a day ago ago

      I think they just want Apple devices to train their computer-use models in a realistic environment.

      • MisterTea a day ago ago

        What realistic environment requires 10,000 Macs?

        • nom 20 hours ago ago

          10000 realistic encironments

        • prabal97 a day ago ago

          I mean an agent probably only uses one mac at a time. But they're obviously training tons of agents concurrently.

    • cyanydeez 17 hours ago ago

      Theyre distilling tge open models. Fr

  • ChrisLTD a day ago ago

    Something else they want to price us out of?

    • exceptione a day ago ago

      Yep. Waiting for someone writing a paper titled "All you need is coffee" or something.

  • kevinrineer 19 hours ago ago

    > According to The Information, OpenAI has reportedly purchased tens of thousands of Mac minis and Mac Studios in recent months for reinforcement learning and training computer-use agents.

    I do hope they verified this claim and didn't just read the headline. I'm not interested in subscribing to that source to find out unfortunately.

  • evanjrowley a day ago ago

    I hope this means OpenAI might become a contributor to Asahi Linux, lest their hardware investment become depreciated due to planned obsolecense by Apple.

    • nozzlegear 21 hours ago ago

      A vibe coded distro is a real monkey's paw type of wish: https://news.ycombinator.com/item?id=49499854

    • vablings a day ago ago

      I highly doubt that a purchase this large did not come with contracts to get software working how OpenAI wants on the apple software hardware stack.

      Apple wants this knowledge for their software stack too so it's not going out back into Asahi

  • exabrial 16 hours ago ago

    The one good thing out of this, we may finally get the mac pro back. Hopefully a rackmount version that doesn't cost trillions.

  • jbverschoor a day ago ago

    Just to make sure we’re gonna do opening and run locally?

    • jbverschoor 6 hours ago ago

      That went wrong.. I meant -> Just to make sure we won't be able to buy and run LLMs locally

  • ChrisArchitect a day ago ago

    Related:

    Apple Caught Off Guard by AI Demand for Mac Mini and Mac Studio

    https://news.ycombinator.com/item?id=49508982

  • burnt-resistor a day ago ago

    Good luck with that. Managing zillions of Macs has always been difficult, clients and servers. Stanford tried to build an Xserve cluster and failed miserably at it because the OS wasn't conducive to it, nor the hardware at the time either. :( It's not impossible but requires a lot of messy custom, fragile tooling.. and that's expensive to support.

    • DangitBobby a day ago ago

      Sounds like a job for a state of the art model...

      • cyanydeez 17 hours ago ago

        Chicken, meet egg.

  • ksudb 21 hours ago ago

    [dead]

  • bigyabai a day ago ago

    [dead]

  • vbwml a day ago ago

      AI-junkie: Claude, please write an AI infra article about OpenAI buying Macs!
                 Please use a non-beige background for once!
    
      AI-royalty: I'm sorry, non-beige requires the full token price!