Tag: Supply

All the articles with the tag "Supply".

• Nvidia Dominates AI Chip Market as Demand Surges, Threatening Supply Chains

  Published:May 15, 2025 |  at 10:46 AM

  Nvidia's AI chip dominance, driven by high demand for its H100 GPUs, is straining supply chains and prompting competitors to develop alternatives. Cloud providers are seeking ways to mitigate reliance on Nvidia, while export controls add further complexity.

• AI-Driven Globalization: Tech Tariffs Spark Manufacturing Reshuffling

  Published:May 4, 2025 |  at 09:17 PM

  Rising tech tariffs, coupled with AI-driven analysis, are causing a global manufacturing realignment. Companies are relocating production to new hubs like Southeast Asia and Mexico for resilience and cost optimization.

• AutoScheduler AI Highlights the Perils of Disjointed Tech in Supply Chain Distribution

  Published:May 1, 2025 |  at 02:20 PM

  AutoScheduler AI's appearance on the Supply Chain Now podcast highlights the detrimental effects of disjointed technology in supply chain distribution, advocating for integrated solutions to optimize warehouse operations and improve overall performance.

• Pentagon's AI-Driven Metals Program Goes Private to Bolster Western Supply Chains

  Published:May 1, 2025 |  at 12:54 PM

  The Pentagon is privatizing its AI-powered Tradewater program to create a transparent metals marketplace, reduce Western dependence on China for critical minerals, and promote ethically sourced materials.

• Super Micro Stock Plummets After Weak Forecast; Analysts See Limited AI Demand Impact

  Published:Apr 30, 2025 |  at 11:34 AM

  Super Micro Computer's stock plummeted after a disappointing revenue forecast. Analysts attribute this to company-specific issues like supply constraints and increased competition, rather than a broader decline in AI demand.

• Super Micro Cuts Third-Quarter Forecast, Citing Component Shortages and Supply Chain Issues

  Published:Apr 30, 2025 |  at 02:26 AM

  Supermicro has lowered its Q3 forecast due to persistent component shortages and supply chain bottlenecks, impacting revenue and earnings per share estimates, raising concerns about supply chain resilience.

• BigBear.ai to Showcase AI Solutions at BASC Panama 2025 Forum

  Published:Apr 28, 2025 |  at 01:57 PM

  BigBear.ai will participate in the BASC Panama 2025 Forum, highlighting its AI solutions for supply chain security. This positions the company as a key player in the anti-smuggling space.

• Semiconductor Race Heats Up as TSMC Confronts New Geopolitical Realities

  Published:Apr 25, 2025 |  at 02:06 PM

  TSMC's aggressive global expansion, driven by geopolitical pressures and customer demands, is a complex undertaking fraught with challenges. While strategically necessary, replicating its Taiwanese success abroad will be costly and require significant adaptation.

• AI Boom Drives Demand for Power, Creating Bottlenecks and Price Hikes

  Published:Apr 24, 2025 |  at 02:20 PM

  The AI boom's growing demand for electricity is straining power infrastructure, leading to equipment shortages, price hikes, and potential slowdowns in AI deployment due to data center power limitations.

• NVIDIA to Manufacture AI Supercomputers in the U.S.

  Published:Apr 15, 2025 |  at 09:17 PM

  NVIDIA is partnering with major manufacturers to build AI supercomputers in the U.S., utilizing its full AI stack. This boosts domestic manufacturing, strengthens the AI supply chain, and positions the U.S. as a leader in AI innovation.