Topic
chip-supply
4 articles
Signal Briefing: June 14, 2026
More than 75 U.S. data center projects worth $130 billion have been blocked in early 2026, as bipartisan opposition over power and water costs threatens to constrain the AI infrastructure buildout.
Signal Briefing: June 11, 2026
China drafts a $295B national AI data center grid targeting 80% domestic silicon, while Google locks in Intel for more than 3 million TPU packages in 2028 — two moves that together reshape the medium-term chip supply chain on both sides of the Pacific.
Signal Briefing: June 5, 2026
TSMC's CEO confirms the foundry cannot meet AI demand 'for a long time,' providing the clearest signal yet that chip supply — not capital commitment — is the binding constraint on the AI infrastructure buildout.
Signal Briefing: May 26, 2026
Huawei claims a sanctions-bypassing chip architecture targeting 1.4nm-class density by 2031, arriving the same week a $2.5B GPU smuggling bust puts export-control enforcement at the center of the AI supply chain.