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Apple's MacBooks seemingly have some big changes on the horizon. One of the biggest is the rumored MacBook Ultra packing that OLED screen, and this is something to be excited about, don't get me wrong. Well, worries about the price aside , and wider issues around Mac pricing overall, but there's something I'm more concerned about now.

Namely the direction in which Apple is heading with its M-series silicon, following the latest rumor dump from prolific leaker Mark Gurman. In last weekend's Power On newsletter for Bloomberg , Gurman dropped a whole lot of fresh info about Apple's CPU roadmap and the incoming M6, M7 and M8 chips.

The leaker tells us — and bear in mind, this is all just rumors, but eye-opening speculation nonetheless — that Apple is doing something very different with the next range of M silicon. The M6 will consist of just a vanilla chip, with no more powerful variants, which isn't something Apple has ever done before — there's always been a Pro and Max version (if not an Ultra, too).

This is because Apple apparently wants to usher in the M7 series more swiftly, with the M6 debuting late this year and the M7 following in the first half of 2027, just six months (or so) later. The M7 will have a full complement of Pro, Max and Ultra chips, the former two following at the end of 2027, with the Ultra in 2028. Gurman believes this is Apple's current plan and the reason for rushing to get to the M7 is AI.

Cue multiple groans, no doubt. Gurman theorizes: "The reason for this break with tradition: AI. Apple had been planning major neural-processing upgrades for the M7 family and ultimately decided those improvements were important enough to justify accelerating the next generation rather than completing the M6 lineup."

We're further told that beyond this, Apple is "already developing M8 chips with even greater AI capabilities" to land in 2028.

Gurman concludes: "The takeaway is that AI is no longer just another feature Apple's chips need to support. It is now shaping how those products are designed and when they are shipped."

A wise path to follow?

(Image credit: Lance Ulanoff / Future) So, what am I worried about here exactly? Obviously there's a strong suggestion that AI is taking much more of a center stage role with Mac chips, and given what's currently going on with MacBooks, I've got to wonder about the wisdom of this — and how it might affect Apple's PC sales.

Currently Mac sales are strong and considerably buoyed by the launch of the MacBook Neo in March 2026 , a budget laptop that has undoubtedly flown off the shelves. However, Apple's recent price hikes have poured cold water on those sales prospects to an extent, even hitting the MacBook Neo, which went up by $100 in the US (£100 in the UK, and AU$150 in Australia).

Granted, while it's odd for a device to get a price rise like this so soon after launch, given the demand around the Neo, it's not going to be sidelined with this increase (although the upper-tier model with 512GB storage now looks shakier and out of budget territory, frankly). The harder pill to swallow is the harsher MacBook Air price hikes, and as we pointed out a few weeks back, some wallet-friendly Windows 11 laptops now look a lot more tempting after Apple's price increases.

Looking on Reddit, it's not hard to find a lot of unhappiness about the MacBook price hikes. There's considerable angst from some people who were thinking of pulling the trigger on a new Apple laptop, and then watched those price increases swoop in, and are now feeling the opposite of buyer's remorse (holdout's regret?). Some of those folks are acting with their wallets, closing them and vowing to wait for a better buying opportunity now that they've missed the boat, as it were.

That could be a long wait, though. Of late, we're hearing a lot of gloomy news about the RAM crisis getting worse later this year , and in 2027 — maybe a lot worse. The memory supply situation is what caused Apple to jack up Mac prices, of course, and it's difficult to see how the MacBook maker will continue to weather this storm if it worsens next year, given that its resources in terms of built-up inventory of RAM (or SSDs) are clearly running dry (or have run dry).

Rumors have continued to persist about Apple potentially tapping Chinese memory chip makers for its RAM needs, as an alternative to the big three mainstream suppliers (Micron, Samsung, SK Hynix). That's a worrying development in itself, and it's doubtful whether even Tim Cook can pull off navigating that kind of negotiation before he leaves his Apple CEO role (there are various possible hurdles to clear and governmental complications, put it that way).

Diving into AI headfirst

(Image credit: Apple) I don't think any of this bodes particularly well for next year's Mac sales given the prospect of pressure around more price hikes (although yes, other PC makers face the exact same unfavorable conditions). And then we come back to this apparent renewed focus on AI, which hasn't gone down well on Reddit and other social media.

Here's one Redditor who sums all this up neatly : "I was about to buy a new MacBook to replace my M1 Pro with an ailing battery and small storage. But then Apple jacked up the prices by almost 20%. And now they are diving into AI headfirst. It might be time for me to look at Framework laptops."

There's a strong backlash against AI right now, whether that's about sprawling data centers and them chugging huge amounts of power, or Copilot in Windows 11 and indeed Apple Intelligence. So, it's no surprise that the idea of "diving into AI headfirst" has been greeted by a lot of skepticism.

What exactly is Apple Intelligence going to serve up in terms of compelling features in the next year or two? The trouble is that this feels very much up in the air, yet Apple is supposedly building its Mac strategy around this now. It seems like a bit of a leap into the unknown to say the least, and I'm not surprised that it's making Mac fans nervous.

Okay, so this AI focus is still just a rumor, although Gurman is one of the more reliable Apple sources out there, and it appears to be a well enough fleshed-out piece of speculation. Even if it's true, Apple may yet switch away from this course, but for now, I'm struggling to find the logic of shifting to a heavier AI focus so soon.

Maybe the reasons for this will become clearer as we see how Apple Intelligence develops in the near future. However, in the meantime, I think there are reasons to be concerned about Mac sales potentially flagging next year, between disgruntled MacBook holdouts, the continued RAM crisis, and cynicism around Apple's apparent new AI-led approach.

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Recent evidence shows that energy cost pressures and a power grid capacity crunch risk becoming a bottleneck on the growth of the UK’s digital economy.

A report by Oxford Economics for the Nuclear Industry Association warns that growing grid capacity constraints and uncompetitive industrial electricity prices could drive data center developers overseas.

This comes as data center energy demands could increase fivefold by 2035 and data center operators face growing pressure for more sustainable energy in line with climate targets.

This is driving many data center developers to explore alternative supply sources such as flexible contracts and Corporate Power Purchase Agreements (CPPAs) which offer affordable, secure long-term power.

Yet many data center developers lack the resources to navigate these complex contracts or meet the high credit requirements.

There is an urgent need for creative new solutions to provide affordable sustainable power for our digital economy.

The energy chokepoint for the AI economy

The Government aims to make Britain the fastest AI -adopting country in the G7 and this will require accelerated data center expansion with AI data centers being prioritized for new demand connections to the grid. While this is welcome, demand-side connections will not alleviate the supply-side challenges from rising electricity costs to network capacity constraints.

Data centers have build times of 12-14 months yet large new renewable energy projects can face waits of 12-14 years to come online at a time when Britain faces rising non-commodity electricity costs such as Transmission Network Use of System (TNUoS) and Nuclear Regulated Asset Base (RAB) charges to fund new electric grid and nuclear energy infrastructure.

Ofgem has warned that data center power consumption could significantly exceed Britain’s current peak electricity consumption, risking rising energy costs.

The move towards flexible contracts

Flexible electricity contracts that allow companies to buy energy in chunks offer a potential solution to this by allowing data centers to tailor energy costs to their consumption.

Crucially, flexible contracts can be adjusted to hedge against fluctuating energy consumption for facilities such as AI data centers which have more variable patterns of energy use. This would also help avoid penalties for ramping up energy use to take on major new customers.

While fixed-price contracts can lock in long-term energy costs to offer certainty, flexible contracts enable data centers to take advantage of price fluctuations to secure cheaper power.

For example, we have a dedicated pricing team monitoring market movements round the clock. This could help facilities partially hedge against the risk of rising prices, setting a price for a portion of their consumption, while buying the rest when required to take advantage of favorable prices on the spot market.

For example, we implemented a flexible contract for an energy-intensive industrial chemicals company which included a cash-out arrangement, enabling them to lock in prices when costs are low and buy power in batches days or even months ahead as needed.

There are various kinds of flexible contract options based on the degree to which companies can forecast their energy consumption. For example, ‘tolerance banding’ which guarantees a set price within a certain range or ‘band’ of electricity consumption, can provide certainty amidst unpredictable, fluctuating costs.

As data center operators become more confident in forecasting energy consumption, this can create even cheaper options such as contracts that enable them to buy every kilowatt-hour above or below expected demand.

The CPPA model

Other contracts such as CPPAs could offer data centers a secure, sustainable, affordable power supply directly from suppliers at stable cost. Private-wire PPAs involving onsite generation could enable data centers to sell surplus power back to the grid, transforming energy from a cost into a revenue stream. On site generation could also help avoid the non-commodity costs for grid electricity such as TNUoS charges that comprise 60% of electricity bills and are set to increase to fund new infrastructure.

With targets to reduce operational emissions from buildings by 76%, CPPAs also help facilities meet climate targets by providing traceable green power. As large consumers with a relatively stable long-term demand, data centers are perfectly placed to tap into this market. Amidst growing energy price volatility and security risks, fixed-price CPPAs offer the chance to lock in power prices and supplies, providing certainty and security.

The barriers to alternative contracts

Yet there are many barriers to flexible contracts and CPPAs market for smaller entities such as data centers. These contracts can be highly complex, contain stringent credit requirements and often require 10-15 year agreements. The Contracts for Difference (CfD) scheme, which gives renewable developers a government-backed route to market through fixed long-term price support, can also act as a competing route to market for generators.

In some cases, this can make long-term corporate offtake agreements less attractive, particularly where developers can secure greater certainty through the CfD mechanism. For smaller customers seeking greener electricity, however, this route can offer an alternative when a direct CPPA may be harder to access.

Many data center projects are run by startups or smaller entities that lack the resources for such long-term commitments or credit requirements. Data centers also present a slightly higher credit risk than other facilities because their revenue streams are not based on a few large, long-term customers but split among many customers across the digital economy.

Opening the market to data centers

There is an urgent need for creative solutions to lower barriers to entry to the flexible contract market for smaller entities such as data centers. Security deposits or bank guarantees can help some firms meet the stringent credit requirements.

Other potential solutions include parent-company guarantees where a parent company makes a commitment to cover the cost in the event of a default or intercompany guarantees where large data center customers such as Amazon offer guarantees.

There are also solutions to simplify adoption and help CPPAs slot into existing energy use. For example, PPA import sleeving contracts, where energy is pre-purchased from a generator or utility and supplied directly to a facility through the grid, can help alleviate energy costs and security risks.

Tailoring contracts to specific energy needs

Independent partners can also help data centers optimize contracts for their specific energy needs and financial situation. Independent brokers can consolidate the process of negotiating with generators, suppliers and investors, speeding up and de-risking adoption.

Brokers can also help negotiate and monitor contracts suited to the precise profile of each data center. For example, cloud computing data centers with relatively steady, predictable demand may prefer fixed contracts whereas AI data centers processing huge amounts of data for many clients have a more variable, ‘peaky’ pattern of consumption and require flexible contracts.

Data centers can also work with partners to get live market intelligence on changing regulations or market movements. For example, we offered one client an early warning service so that they were able to minimize costs during the winter triads, half-hour periods of peak demand during the winter season.

Towards a new model of data center energy

Britain’s ability to compete in the accelerating AI race increasingly hinges on the ability to mitigate the risk of rising energy costs.

Energy security will also be critical to building truly sovereign AI capabilities for the UK. Lowering the barriers to the flexible contract market could create new opportunities at both ends, providing secure, sustainable and affordable power to unlock data center growth while unlocking vital investment in new renewable energy capacity.

Yet this will require tailored, adaptable contractual models from bespoke flexible contracts to PPAs and new ways of lowering barriers to entry including reducing complexity and stringent credit requirements. This could help provide secure, sustainable and affordable long-term power to fuel our digital economy.

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Science word of the day: Heliosphere

Pronunciation: HEE'-lee-uhs-feer

What it means: The heliosphere is the region around the sun that's affected by the solar wind, a flow of charged particles emanating from the sun. Think of the heliosphere like a giant bubble encompassing the sun and planets, reaching out into space at three times the distance of Pluto . This bubble protects the solar system from radiation emanating from outer space, but the solar wind can also erode planetary atmospheres. Luckily, Earth is protected by its own bubble, the magnetosphere, which helps deflect the solar wind.

How to use it in a sentence: Because the entire solar system is traveling through space, scientists have long pictured the heliosphere as comet-shaped, but recent research suggests the bubble of solar wind looks more like a sad, deflated croissant .

Can you crack our science word of the day puzzle, Chain Word ?