The Information: OpenAI Bought Tens of Thousands of Macs for RL as Nvidia Sees Apple as Top Local-AI Rival

Aaron Tilley reports that OpenAI has purchased tens of thousands of Macs to run reinforcement-learning workloads while Anthropic rents Mac capacity via AWS, turning Apple's unified-memory silicon into an accidental AI-hardware win. Nvidia now views Apple as its principal competitor in local AI processing, with Mac adoption gaining traction among AI developers. The story reframes Apple's consumer-hardware franchise as a serious inference and training substrate for frontier labs.