(https://www.cnbc.com/2026/08/25/apple-announces-new-mac-mini-and-mac-studio-models-with-ai-upgrades.html) — the pitch is developer freedom. But here's what that really means: developers are going to stop paying cloud vendors (MSFT, GOOG, AMZN) for inference and move that compute to customer hardware instead. Apple gets a one-time $2-3K Mac sale. Microsoft loses recurring cloud revenue.

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