Supply Side AI

Supply Side AI

The supply chain powering the intelligence

The Week in Supply: Nvidia’s $20B Vera Ramp and the Hyperscaler GPU Bifurcation

Aug 28, 2026

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3 min read

The Week in Supply: Nvidia’s $20B Vera Ramp and the Hyperscaler GPU Bifurcation

Nvidia Q2 data-center revenue hits $89B as Vera Rubin systems begin shipping; hyperscaler GPU demand splits between mega-scale AI training and distributed enterprise inference, reshaping chip allocation strategy.

Supply Side AI
Supply Side AI
The Week in Supply: Hyperscaler Capex Hits $801B in 2027 as ASML Raises EUV Output to 84 Machines

Jul 17, 2026

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3 min read

The Week in Supply: Hyperscaler Capex Hits $801B in 2027 as ASML Raises EUV Output to 84 Machines

Citi projects Google, Meta, and Amazon will spend $801 billion on AI infrastructure next year, while ASML confirms 84 EUV lithography systems for 2027, signaling sustained semiconductor equipment demand through the decade.

Supply Side AI
Supply Side AI
Microsoft's $25 Billion Memory Crunch: Why HBM Costs Just Rewrote the Hyperscaler Playbook

Jul 7, 2026

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3 min read

Microsoft's $25 Billion Memory Crunch: Why HBM Costs Just Rewrote the Hyperscaler Playbook

Microsoft CFO reveals $25B of 2026 capex stems from memory chip costs alone, signaling a fundamental shift in AI infrastructure economics where component pricing, not compute availability, now determines who scales fastest.

Supply Side AI
Supply Side AI
The Week in Supply: Meta's $850B Five-Year Bet Reshapes the Hyperscaler Playbook

Jul 3, 2026

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3 min read

The Week in Supply: Meta's $850B Five-Year Bet Reshapes the Hyperscaler Playbook

Meta commits to $850 billion in cumulative capex through 2030 while South Korea announces $518 billion memory fab expansion, signaling a bifurcation in AI infrastructure strategy between cloud compute sellers and chip manufacturers.

Supply Side AI
Supply Side AI
South Korea's $520 Billion Memory Bet: How Samsung and SK Hynix Are Breaking the HBM Stranglehold

Jun 30, 2026

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3 min read

South Korea's $520 Billion Memory Bet: How Samsung and SK Hynix Are Breaking the HBM Stranglehold

Seoul commits to four new fabs and HBM capacity expansion through 2030, directly targeting the memory bottleneck that has kept AI chip costs elevated since 2024.

Supply Side AI
Supply Side AI
The Week in Supply: Hyperscaler Capex Hits $650B in 2026 as TSMC's 3nm Lead Times Stretch Past 12 Months

Jun 26, 2026

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3 min read

The Week in Supply: Hyperscaler Capex Hits $650B in 2026 as TSMC's 3nm Lead Times Stretch Past 12 Months

JPMorgan revises hyperscaler capex upward to $650 billion for 2026, while TSMC's advanced node bottleneck deepens: 3nm lead times now exceed one year as foundry competition fails to materialize.

Supply Side AI
Supply Side AI
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