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AI News from ET - AI chip demand stays strong, but component shortages emerge as next challenge: Nomura

Vishwadeep Khatri
in AI News & Two Lenses

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The artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of critical components needed to build AI infrastructure, according to a Nomura Report, which said supply constraints across the hardware ecosystem are likely to intensify through 2027 even as AI investment remains strong.

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