Our sources noted that Airport Express has been plentiful but supplies of TimeCapsule and Airport Extreme have been tightening globally the way products usually do before a refresh.
What we do know is that Apple has been internally testing Time Capsules to cache Software Updates for both Mac and iOS devices. The way we’ve heard it works is that the new Time Capsule learns which devices connect to it via Wi-Fi. It then goes out to Apple’s servers and downloads Software Updates for those products.
There might be something to this.
What if this is a way for iOS devices to do software updates without being tethered to a Mac or PC — including device backups, synced when the device is charging?