The AI Boom is About to Trigger a New Chip Shortage: How Should Tech Giants Respond?
Recently, a report from Bain & Company warned that with the surge in demand for AI semiconductors and AI smartphones and laptops, the world may face the next chip shortage. It’s worth noting that the last large-scale semiconductor shortage occurred during the pandemic, when supply chains were disrupted and demand for electronic products soared due to everyone working from home. Now, tech giants are scrambling to purchase graphics processing units (GPUs), particularly those from Nvidia. These GPUs are the secret weapon for training large AI models.
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