Here’s exactly what Cook said about Mac mini and Mac Studio customer adoption for AI:

“on the Mac mini and the Mac Studio, both of these are amazing platforms for AI and agentic tools, and the customer recognition of that is happening faster than what we had predicted, and so we saw higher than expected demand.”

Customer response to MacBook Neo has been off the charts, and March quarter record for customers new to the Mac partly due to the Neo. Looking forward, the Mac mini and Mac Studio may take several months to reach supply demand balance.