Analyst: PCB supply is now the latest 'haves vs have nots' in AI hardware
BenBajarin · x · 2026-09-22
TechInsights analyst Ben Bajarin notes a new scarcity divide in AI compute: beyond GPU and memory haves vs have-nots, PCB (printed circuit board) supply has now become the latest bottleneck differentiator.
More from Infra
- Banks reportedly halting compute lending as AI credit crunch begins — citrini · 2026-09-22
- California signs seven bills making AI data centers pay their own utility costs — The Verge AI · 2026-09-22
- O'Reilly builds a working data vocabulary for the semantic era, from warehouses to ontologies — rseroter · 2026-09-22
- UK's most powerful government AI supercomputer cost £225m — same as one bridge — emax · 2026-09-22
- exe.dev wins over developers: SSH into root VMs, plus the underrated Shelley coding agent — davidcrawshaw · 2026-09-22
- NVIDIA hosts trilateral meeting as Artificial Analysis becomes Korea sovereign AI evaluator — ArtificialAnlys · 2026-09-22