Supply Side AI

Supply Side AI

The supply chain powering the intelligence

The Week in Supply: Meta's $145B Bet Reshapes the Hyperscaler Playbook

May 29, 2026

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2 min read

The Week in Supply: Meta's $145B Bet Reshapes the Hyperscaler Playbook

Meta raises AI capex guidance to $145B for 2026 while signaling cloud computing entry; TSMC locks in 15% 3nm price hikes as foundry shortage persists through 2027.

Supply Side AI
Supply Side AI
Hyperscaler Capex Just Hit $725 Billion: The Infrastructure Buildout Is Now Bigger Than Most Economies

May 26, 2026

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3 min read

Hyperscaler Capex Just Hit $725 Billion: The Infrastructure Buildout Is Now Bigger Than Most Economies

Hyperscaler AI capex spending reached $725 billion in 2026 with 77% year-over-year growth, signaling that the AI infrastructure cycle has entered a phase where capital deployment, not chip supply, is the binding variable.

Supply Side AI
Supply Side AI
The Week in Supply: Nvidia's $81.6B Quarter Reshapes Hyperscaler Capex Math

May 22, 2026

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2 min read

The Week in Supply: Nvidia's $81.6B Quarter Reshapes Hyperscaler Capex Math

Record GPU revenue and $725B hyperscaler capex guidance signal sustained AI infrastructure demand, but supply chain strain and packaging bottlenecks are forcing suppliers to accelerate spend.

Supply Side AI
Supply Side AI
Nvidia's $81.6B Quarter Exposes the Real Bottleneck: Not Chips, But Supply Chain Velocity

May 22, 2026

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2 min read

Nvidia's $81.6B Quarter Exposes the Real Bottleneck: Not Chips, But Supply Chain Velocity

Record GPU revenue masks accelerating strain on packaging, memory, and component suppliers as product cycles compress faster than supply chains can follow.

Supply Side AI
Supply Side AI
Iran's Strait Blockade Just Made Chip Shortages a Gulf Energy Crisis

May 19, 2026

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3 min read

Iran's Strait Blockade Just Made Chip Shortages a Gulf Energy Crisis

With the Strait of Hormuz closed for 11 weeks, Taiwan and South Korea's fabs are running on borrowed LNG and helium—and the chip shortage is actually an energy shortage wearing a different mask.

Supply Side AI
Supply Side AI
The Week in Supply: TSMC's CoWoS Breakthrough Masks a Deeper Capacity Crisis

May 15, 2026

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2 min read

The Week in Supply: TSMC's CoWoS Breakthrough Masks a Deeper Capacity Crisis

Advanced packaging yields soar while foundry capacity constraints force hyperscalers to delay AI data center buildouts by 7 GW—a supply chain fragmentation that threatens to reshape the entire semiconductor ecosystem.

Supply Side AI
Supply Side AI
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