## NVIDIA Blackwell supply constraints Reuters 2024 https://www.reuters.com/technology/nvidias-supply-snags-hurting-deliveries-mask-booming-demand-2024-11-21/ https://www.reuters.com/technology/artificial-intelligence/nvidias-ai-chip-demand-face-limited-impact-potential-production-delay-analysts-2024-08-05/ https://medium.com/@Elongated_musk/blackwell-gpus-and-the-new-economics-of-cloud-ai-pricing-5e35ae42a78f https://www.reuters.com/business/media-telecom/nvidia-supply-more-than-260000-blackwell-ai-chips-south-korea-2025-10-31/ https://ifp.org/the-b30a-decision/ https://www.reuters.com/technology/nvidias-blackwell-revenue-focus-sales-growth-slows-2024-11-18/ https://www.reuters.com/technology/artificial-intelligence/nvidias-design-flaw-with-blackwell-ai-chips-now-fixed-ceo-says-2024-10-23/ https://www.aicerts.ai/news/nvidia-blackwell-and-the-chip-demand-forecast-crunch/ https://www.theregister.com/2024/08/05/nvidia_delays_blackwell_gpus_until/ https://www.crn.com/news/components-peripherals/2024/nvidia-delays-next-gen-blackwell-gpus-due-to-design-issues-reports https://www.reuters.com/world/china/nvidia-ceo-huang-sees-strong-demand-blackwell-chips-2025-11-08/ https://www.digitimes.com/news/a20241024VL201/nvidia-tsmc-blackwell-supplier-production.html ## AMD MI300 supply chain HBM Reuters https://x.com/MikeLongTerm/status/2001352043630338281 https://www.aicerts.ai/news/hbm-supply-crunch-why-ai-memory-shortage-lasts-until-2027/ https://www.youtube.com/watch?v=Wjh_U89Qkqk https://www.youtube.com/watch?v=ntkR6g47How https://www.youtube.com/watch?v=cSxrfc7HuWg https://www.youtube.com/watch?v=8PSknUZsxUo https://sourceability.com/post/ai-chip-shortages-deepen-amid-tariff-risks https://www.businesswire.com/news/home/20240313864555/en/HBM3-Initially-Exclusively-Supplied-by-SK-Hynix-Samsung-Rallies-Fast-After-AMD-Validation-Says-TrendForce https://www.gurustartups.com/reports/supply-demand-dynamics-of-h100-and-mi300-chips https://www.tweaktown.com/news/109495/sk-hynix-samsung-and-micron-fighting-for-nvidia-supply-contracts-for-new-16-hi-hbm4-orders/index.html https://www.reddit.com/r/AMD_Stock/comments/1hchfop/samsungs_hbm3e_supply_to_nvidia_looks_impossible/ https://www.backplane.gg/bottlenecks/hbm ## Google TPU v5p availability cloud https://docs.cloud.google.com/tpu/docs/v5p https://cloud.google.com/tpu https://cloud.google.com/blog/products/ai-machine-learning/introducing-cloud-tpu-v5p-and-ai-hypercomputer https://en.wikipedia.org/wiki/Tensor_Processing_Unit https://en.wikipedia.org/wiki/Google http://www.wikidata.org/entity/Q25106376 https://www.techopedia.com/definition/32879/tensor-processing-unit-tpu https://gitlab.com/explore/projects/topics/Tensorflow%2BProcessor%2BUnit https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Comparison_to_CPUs_and_GPUs https://en.wikipedia.org/wiki/Tensor_Processing_Unit#History https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Products https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Lawsuit ## Micron HBM sold out 2025 Reuters https://www.trendforce.com/news/2025/12/18/news-micron-hikes-capex-to-20b-with-2026-hbm-supply-fully-booked-hbm4-ramps-2q26/ https://finance.yahoo.com/news/micron-sells-2025-hbm-supply-120500163.html https://www.chosun.com/english/industry-en/2025/12/18/GGYL6SPO5VHJXEJXEZ2AJJ6BZA/ https://www.reuters.com/business/micron-shares-up-12-europe-after-blowout-forecast-2025-12-18/ https://www.reuters.com/technology/micron-forecasts-upbeat-quarterly-revenue-demand-al-memory-chips-2025-03-20/ https://www.msn.com/en-us/money/other/micron-sells-out-2025-hbm-supply-can-it-meet-soaring-demand-in-2026/ar-AA1Hxz2i?apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=1 https://blocksandfiles.com/2025/12/18/micron-q1-2026/ https://seekingalpha.com/article/4855254-micron-enters-a-profit-supercycle https://www.reuters.com/technology/nvidia-supplier-sk-hynix-says-hbm-chips-almost-sold-out-2025-2024-05-02/ https://www.reuters.com/business/chipmaker-micron-forecasts-quarterly-revenue-above-estimates-2025-12-17/ https://www.reuters.com/technology/micron-forecasts-first-quarter-revenue-above-estimates-2025-09-23/ https://www.reuters.com/business/micron-exit-crucial-consumer-memory-business-2025-12-03/ ## Samsung HBM Nvidia qualification Reuters https://www.reuters.com/world/asia-pacific/samsung-start-production-hbm4-chips-next-month-nvidia-supply-source-says-2026-01-25/ https://www.reuters.com/technology/artificial-intelligence/samsungs-8-layer-hbm3e-chips-clear-nvidias-tests-use-sources-say-2024-08-06/ https://www.reuters.com/video/watch/idRW834431102025RP1/ https://www.youtube.com/watch?v=tDy1LCOt2Ak https://finance.yahoo.com/video/samsung-talks-nvidia-supply-advanced-103348274.html https://www.reuters.com/world/asia-pacific/samsung-electronics-highlights-progress-hbm4-chip-supply-2026-01-02/ https://www.reuters.com/world/asia-pacific/samsung-electronics-says-it-is-talks-with-nvidia-supply-next-generation-hbm4-2025-10-31/ https://www.kedglobal.com/earnings/newsView/ked202510300005 https://www.kedglobal.com/korean-chipmakers/newsView/ked202512030007 https://www.trendforce.com/news/2025/12/16/news-sk-hynix-samsung-reportedly-deliver-paid-hbm4-samples-to-nvidia-ahead-of-1q26-contract-finalization/ https://www.astutegroup.com/news/industrial/samsung-in-talks-to-supply-nvidia-with-next-generation-hbm4-memory/ https://finance.yahoo.com/news/samsung-electronics-highlights-progress-hbm4-000428574.html ## TSMC CoWoS capacity shortage Reuters ERROR: HTTP Error 429: Too Many Requests ## Intel Foveros packaging capacity announcement ERROR: HTTP Error 429: Too Many Requests ## Broadcom AI networking revenue 2027 Reuters ERROR: HTTP Error 429: Too Many Requests ## Arista AI back-end network demand earnings ERROR: HTTP Error 429: Too Many Requests ## Infinera AI data center interconnect demand ERROR: HTTP Error 429: Too Many Requests ## IEA data centers electricity demand 2026 ERROR: HTTP Error 429: Too Many Requests ## Lawrence Berkeley Lab data center power 2028 ERROR: HTTP Error 429: Too Many Requests ## US interconnection queue 2.6 TW Lawrence Berkeley ERROR: HTTP Error 429: Too Many Requests ## Constellation Microsoft Three Mile Island Reuters ERROR: HTTP Error 429: Too Many Requests ## Vistra data center power demand earnings ERROR: HTTP Error 429: Too Many Requests ## Eaton data center backlog electrical equipment ERROR: HTTP Error 429: Too Many Requests ## Vertiv liquid cooling demand AI data centers ERROR: HTTP Error 429: Too Many Requests ## Schneider Electric liquid cooling AI data centers ERROR: HTTP Error 429: Too Many Requests ## CBRE data center vacancy power constraints 2024 ERROR: HTTP Error 429: Too Many Requests ## Equinix power constrained markets earnings ERROR: HTTP Error 429: Too Many Requests ## Digital Realty power availability constraints ERROR: HTTP Error 429: Too Many Requests ## Copper demand from data centers IEA ERROR: HTTP Error 429: Too Many Requests ## Google water consumption data centers 2024 report ERROR: HTTP Error 429: Too Many Requests ## Microsoft water consumption AI 2024 sustainability ERROR: HTTP Error 429: Too Many Requests ## electrician shortage data center construction US ERROR: HTTP Error 429: Too Many Requests ## data center permitting delays power transmission United States ERROR: HTTP Error 429: Too Many Requests