Data Centers, Crypto Miners, and Gamers Are All Battling for Semiconductors
Odd Lots
00:00
Navigating Semiconductor Scarcity
This chapter explores the current challenges businesses face in acquiring critical computing components like CPUs and GPUs amidst ongoing semiconductor shortages. It discusses the implications of supply chain disruptions on procurement decisions and planning capabilities across industries, with a focus on the cryptocurrency market's relationship to these dynamics. The chapter also highlights potential shifts in GPU demand due to changes in Ethereum's mining model and NVIDIA's production strategies.
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