Category: AI compute shortages

Recent reports confirm that AI compute shortages are deepening and are expected to persist for the next two to three years. Intel’s CEOs warn that supply chain constraints on CPUs, memory, wafers and packaging will keep hardware tight,…

Key developments: – Leading chip makers and AI firms are warning that the shortage of AI hardware will persist for the next two to three years. Intel’s CEOs Patrick Gelsinger and Lip‑Bu Tan both highlighted ongoing supply‑chain constraints…

Key developments: Anthropic is racing to lock in $530 billion worth of data‑center leases, committing to 15 GW of capacity across major cloud providers, while the Wall Street Journal highlights a broader compute scramble that has forced rival firms into…