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.
But even a company with Apple's scale and buying power can't totally defy gravity. At some point between March 4 and now, Apple quietly removed the 512GB RAM option from its top-tier M3 Ultra Mac Studio desktop. Pricing for the 256GB configuration has also increased, from $1,600 to $2,000. The Tech Specs page on Apple's support site still acknowledges the existence of the 512GB configuration, but both the Apple Store page and the list of available configurations have removed any mention of it.
We've asked Apple to comment on the disappearance of the 512GB Mac Studio and will update this article if we receive a response.