Some back of the envolope math, Apple sells roughly 30 million macbooks per year [1], lets say they average out to 16gb per unit, their demand is about 500 petabytes of ram.

A single rack of NVIDIA’s GB300 uses 20TB of HBM3E and 17TB of LPDDR5X. There could easily be a thousand racks of these in a large datacenter.

So an approximate entire years worth of ddr5 ram demand from Apple equals approximately 1 single datacenter.

I can see how they succumed to the pressure.

[1] https://www.tweaktown.com/news/104073/macbook-pro-is-reporte...

[2] https://frame.work/pl/en/blog/updates-on-memory-pricing-and-...