AI Infrastructure, Memory Economics & Accelerator Diversification

Power availability is emerging as a potential constraint alongside accelerator supply: Reuters reported a possible Anthropic–Caterpillar generator arrangement but could not independently verify it. TSMC demand, Siemens’ reported data-center orders, Baidu’s planned 2027 Tianchi supernode, and CoreWeave financing exposure keep delivery and economics in focus; Intel/RadixArk SGLang work still lacks measurements.