AI Supply Chain Faces Bullwhip Effect, HDD Prices Surge
AccBalanced · x · 2026-08-25
The AI supply chain is experiencing a classic bullwhip effect: following GPUs, memory, and CPUs, hard disk drives (HDDs) are now becoming a bottleneck. The analysis traces the transmission from GPU scarcity to storage constraints, highlighting how demand volatility causes severe price and inventory shocks upstream.
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