Apple reported $8.4 billion in Mac revenue for its second quarter, beating expectations and marking a 6% year-over-year increase.
The company attributed the growth to demand for AI workloads on Mac mini and Mac Studio devices, which sold out in recent weeks.
CEO Tim Cook noted that customer recognition of these platforms for AI and agentic tools is happening faster than expected, driving higher-than-expected demand.
The Mac mini was the top-selling desktop in China, where there has been a frenzy of OpenClaw activity recently.
Apple expects it may take several months to reach supply-demand balance on these models.