AI Supply Chain Bottlenecks: Insights from ASML, Google Cloud, and Industry Leaders at Milken 2026
· Source: indexbox.io
In short
At the Milken Global Conference, key leaders including ASML's CEO and Google Cloud's COO discussed critical bottlenecks in the AI supply chain. Chip manufacturing will remain supply-limited for the next two to five years, preventing major hyperscalers from receiving all ordered chips, while real-world data scarcity presents another major constraint for physical-world AI systems.
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In the issue of week 19, 2026: AI-Driven Platforms Boost Resiliency and Efficiency Across Global Supply Chains
Tags: AI, supply chain, chip shortage, data limitations, bottlenecks, hyperscalers