AISiliconANGLEabout 2 hours ago
AI demand outruns supply chain plans
1 min read
AI infrastructure buildouts are moving so fast that plans made months ago are obsolete. Super Micro Computer's $60 billion order backlog reflects demand from banking and enterprise. Component scarcity, especially memory, forces Supermicro to work directly with Micron, Samsung, and SK Hynix. Delivery timelines now exceed the previous 9-10 day standard.
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