AI Infrastructure Supply Chain Bottlenecks

PCB supply chain constraints, particularly optical module complexity and mSAP manufacturing concentration in Asia, threaten AI server deployment timelines and costs. Additionally, AI demand is reshaping DRAM rankings with Samsung leading, Micron closing, and China's CXMT surging, adding memory supply pressures. Rising data center power costs add another cost dimension. CoreWeave expands to Indonesia with 360MW, signaling global AI cloud demand growth.