Apple’s Q4 results show the enterprise tide turning to local AI
While delivering record Q4 revenue , Apple’s financial results revealed a $33 billion cost associated with memory price inflation, representing the true cost of the growing bubble of AI data center investments . The results also showed something that threatens those same data center investments — a sea change in how enterprises are approaching AI. Inference costs, security, and data governance concerns may finally be dampening enthusiasm for cloud-based AI services. Enterprises go local Apple revealed several major enterprise clients who are turning to its products as solutions for local inference . The company told us that Gap Inc. is running AI loss-prevention models entirely on Mac minis to eliminate cloud token costs, while world-famous auction house Christie’s is using Mac Studio to run local pricing estimate models. Apple’s wider enterprise wins matter too. It told analysts and investors that as well as purchasing 25,000 iPads for pilots and mechanics, American Airlines is deploy
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On Bluesky
Inference costs and privacy concerns are pushing more businesses to use Macs to run AI locally. www.computerworld.com/article/4243...
Jonny Evans (@jonnyevanssays.bsky.social) Nov 3, 2026