If the only thing you had to go off was Apple's string of product announcements this week, you'd have little reason to believe that there is a historic AI-driven memory and storage supply crunch going on. Some products saw RAM and storage increases at the same prices as the products they replaced; others had their prices increased a bit but came with more storage than before as compensation. And there's the MacBook Neo, which at $599 was priced toward the low end of what Apple-watchers expected.
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