- Apple's Mac mini and Mac Studio are favored for running AI agents due to demand for controlled, isolated systems that run continuously.
- AI tools being Mac-first or Mac-only strengthens Mac's position among developers, including those at frontier AI labs.
- Agentic AI is viewed as a whole-chip problem, leveraging Apple silicon's strengths beyond just GPU for tasks like tool-calling.
- Apple's AI strength traces back to early chip decisions, including the Neural Engine and neural accelerators in CPU and GPU.