AI infrastructure bottlenecks cascade through a multi-year supply chain, creating a bullwhip effect: GPU scarcity starved server CPUs, memory constraints diverted wafer capacity, CPU demand shifted to storage, and now data center power and cooling infrastructure face three-year lead times and potential overcapacity when software revenues fail to keep pace.
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Topics: AI (Horizontal) · AI Infrastructure · Manufacturing & Industrials
Published by Tomasz Tunguz · their site ↗
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