Themes›AI Chip Bottleneck 🧠AI Chip Bottleneck
Compute demand doubling every 6-9mo · supply chain cannot scale
✦ OPPORTUNITYGlobal demand for AI training compute is doubling every 6-9 months. NVIDIA, TSMC, and ASML sit at the center of a hardware supply chain that cannot scale fast enough to meet demand. Waiting lists for H100/H200 clusters extend 12+ months. The constraint is not demand but manufacturing yield and specialized packaging capacity.
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