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The Talk Show With John Gruber · Wednesday, July 1, 2026

Apple TV 4K Price Hikes Linked to AI Chip Demand and Potential New Models

John Gruber and John Moltz discuss the significant price increases on the Apple TV 4K, with the 64GB model up 54% to $150 and the 128GB model up 67% to $200. Moltz speculates these price hikes are linked to the high demand for components like RAM and storage for AI data centers, and that new Apple TV hardware is imminent, with current pricing serving as a precursor.

personJohn GruberpersonJohn MoltzcompanyApple

The tape

3 quotes
Prices are increased and the poor Apple TV took the brunt of it with 54% increase for the 64 gig one and a 67% increase for the 128 gig config that has Ethernet and thread networking.
John Moltz
And when I mentioned it at first, I only mentioned the Ethernet and several readers said that the reason they bought it was specifically for the thread stuff.
John Moltz
But then on Thursday of this last week, we're recording over the weekend. Thursday is when Apple was, I don't know what we want to call it. M day? Margins day?
John Gruber
Heard on The Talk Show With John Gruber — “451: ‘Taking Drugs to Get Fat’, With John Moltz, published Wednesday, July 1, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Apple TV 4K Price Hikes Linked to AI Chip Demand and Potential New Models — Heardvine