Mac Studio 512GB RAM Option Disappears Amid Global DRAM Shortage

[Nugget]

It's not about "scaling up well", it's about being able to run the more intelligent models like Kimi K2.5, WITH enough space left over for a usable context window.

I'd say it's really about both of those things. Not only does a device need to have enough RAM to hold the model you're trying to run, but the amount of processing power that the device brings should also be appropriately scaled for the amount of ram. A theoretical 2TB unified memory device wouldn't "scale up well" if it had low memory bandwidth or an insufficient number of cores relative to that amount of memory.

I don't think that the 512GB M3 Studio was a particularly balanced product from a performance perspective. The ram (very high) and processing power (modest by 2026 standards) are not balanced in that product.

 

[kaycrystal626]

Damn AI make everything expensive for us!

 

[davidespinosa]

...not worth bothering with if they only are selling 10 a week or whatever.

That makes sense.

Chip cost increases
=> Apple raises prices
=> Number of consumer orders decreases
=> Not worth stocking the parts for build-to-order.

 

[Ishimura]

Lmao the runs have been heavily monetized. Profitability hasn’t been reached yet but the models have been monetised and revenues are shooting up. Anthropic has more than 10x its revenue each of the three years it has existed as a company.

They are now up to a $19bn ARR (almost doubled from the ARR at the end of 2025) and at the last update expected to reach break-even in 2028. Also, it is known in the industry that the margins on serving models (inference) is high.

This idea that is no revenue or no business model even is wrong and really misleads people as to what to expect in the future.

Model capabilities continue to increase, with both OpenAI and Anthropic making plain that they see no wall and expect the models to get dramatically better this year.

People need to start dealing with the implications of this technology and stop consoling themselves with fantasies where it “falls off a cliff” and becomes some kind of triviality or irrelevance.

Anthropic have just announced they’re now at $30 billlion ARR.

They were at $9 billion ARR at the end of 2025!

 

[Ishimura]

Anthropic have just announced they’re now at $30 billlion ARR.

They were at $9 billion ARR at the end of 2025!

Anthropic have today announced that they reached $47 billion (!!!) ARR earlier this month.

Anthropic raises $65B in Series H funding at $965B post-money valuation

Anthropic has raised $65 billion in Series H funding led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital.

www.anthropic.com

 

[noraa]

Anthropic have today announced that they reached $47 billion (!!!) ARR earlier this month.

Anthropic raises $65B in Series H funding at $965B post-money valuation

Anthropic has raised $65 billion in Series H funding led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital.

www.anthropic.com

You do realize ARR ≠ Profit. From what I can tell Anthropic has yet to break even, while still burning through cash. Most of their capital comes from investments from other companies with the hope that one day Anthropic will become profitable. While the big AI companies (Google, OpenAI, Anthropic, etc.) have raises billions of dollars, not a single AI company has actually made money on their "AI." (I put AI in quotes because LLMs may be artificial, but they are hardly intelligent.)

 

[Ishimura]

Anthropic have today announced that they reached $47 billion (!!!) ARR earlier this month.

Anthropic raises $65B in Series H funding at $965B post-money valuation

Anthropic has raised $65 billion in Series H funding led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital.

www.anthropic.com

Reporting is now saying that Anthropic are telling investors that their ARR reached $65 billion in July.

Their ARR was about $9b at the end of 2025.

Don't worry lads, i'm sure they're about to go bust any day now because clearly nobody is buying their products.

 

[noraa]

Reporting is now saying that Anthropic are telling investors that their ARR reached $65 billion in July.

Their ARR was about $9b at the end of 2025.

Don't worry lads, i'm sure they're about to go bust any day now because clearly nobody is buying their products.

I’m not sure you understand what ARR is…

 

[PBG4 Dude]

I’m not sure you understand what ARR is…

Sure, we lose money on each unit we sell, but we’ll make up for it in volume!

 

[chars1ub0w]

The $559 million operating profit for Q2 on $10.9 billion revenue.

It's not (yet) a public company, so it doesn't have to obey standard accounting rules about when to book earnings vs. spend. As far as publicly available sources go:

Total raised as of June 2026: approximately $132 billion across 18 rounds. (2nd only to OpenAI.)
Estimated cumulative net operating losses, 2021–2025: approximately $10–15 billion.
Anthropic cloud spend expected to reach $80bn through 2029

Claude Code generates $1 billion ARR. I'm not sure where the other bits come from. Surely consumer AI doesn't generate anything like $1 billion ARR.

 

[Ishimura]

I’m not sure you understand what ARR is…

I do actually. Annualised Revenue Run Rate. I know it’s not profit. If I meant profit I would have wrote profit.

Their revenues are exploding at what is probably an unprecedented rate in the entirety of corporate history.

 

[noraa]

I do actually. Annualised Revenue Run Rate. I know it’s not profit. If I meant profit I would have wrote profit.

Their revenues are exploding at what is probably an unprecedented rate in the entirety of corporate history.

Okay, so you should then understand that at the end of the day ARR is useless information. Sure, it looks fancy for investors or on a tax statement when you see billions of dollars coming into the company, but that’s only if you ignore that the investors and VCs are expecting to get those billions of dollars back.

Ultimately, the only thing that truly matters is if these AI companies can actually generate profit, which so far they have not come even close to doing.