Analyst Flags Unprecedented 'LTA Waterfall' in AI Supply Chain Stacking
BenBajarin · x · 2026-08-13
Industry analyst Ben Bajarin highlights an unprecedented dynamic in the AI supply chain called the 'LTA (Long-Term Agreement) waterfall.'
It occurs when Company A secures LTAs, which then enables them to sign further LTAs with their downstream vendors (B, C, D, etc.), cascading through the supply chain. Bajarin notes that the sheer scale of this layered stacking is something never seen before.
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