Mapping the AI supply-chain bottlenecks

AI scaling constraints are broken down across power, semiconductors, PCBs, HBM, indium phosphide, and company-specific exposure

I interviewed Irrational Analysis ( @insane_analyst ) about the AI supply chain He rated how binding different bottlenecks are (power semis, PCBs, HBM, indium phosphide, etc) And shared views on various companies (Cerebras, Nvidia alterna

Ranked #6 on backlist 2026-05-14 (14 May 2026 UTC) · by @chrisbarber (Chris Barber) · view on X ↗

How it ranks: Backlist reads my Twitter/X timeline, scores every tweet for substance with an LLM rubric (not engagement), and publishes the daily top picks with a one-line takeaway. Curated by Surya Dantuluri.