Here’s why demand for Macs has spiked

Personal AI

“OpenClaw [is] driving Mac lead times to multi-year highs.” — Analyst Erik Woodring

As of Thursday, February 19th, lead times across most Mac products have quickly inflected to multi-year highs, around 2-4 weeks in the US (Exhibit 58), with lead times for Mac Studio the longest (27 days) followed by MacBook Pro M4 (23 days) and Mac Mini (19 days).

Source: Morgan Stanley via Apple 3.0

NB: It’s not just the Mac Mini that is seeing a spike in sales…

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