AI Infrastructure Demand Surges: Data Center Orders Double, Supply Chain Strains
a16z Newsletter · rss · 2026-07-31
a16z's charts reveal robust AI infrastructure demand: Vertiv's Q2 revenue grew $3.27B but missed guidance due to supply chain congestion. Data center machinery orders have nearly doubled from a decade ago, with unfilled orders spiking, though backlog ratios remain stable. Global supply chain pressure is elevated, but import data shows stability. The article also notes that remote work, not AI, may be hurting entry-level tech hiring.
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