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Supply Chain

2 takes tagged with this topic.

April 28, 2026 at 7:30am ET

AI data centers are gobbling up the world's memory supply. Your business will feel it.

AI data centers are gobbling up the world's memory supply. And your business is going to feel it.

Source: Tom's Hardware / TrendForce / SemiAnalysis

April 7, 2026 at 12:50pm ET

Everyone is counting on AI tokens getting cheaper. That assumption depends on infrastructure that isn't being built on schedule.

Source: Tom's Hardware / Bloomberg / Wood Mackenzie