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Industry analysts Dylan Patel and Stacy Rasgon discuss the pressures shaping the AI infrastructure buildout, including memory, substrates, power and data-centre capacity. Their conversation also points to financing constraints and rising capital costs, even as demand remains high.
Why it mattersThat is a useful reminder that expanding AI capacity depends on more than buying accelerators. The less glamorous parts of the supply chain get a vote too.
Discuss: Which constraint is most likely to slow AI infrastructure growth: financing, power, or the supply chain for components?
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