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      Chris FernandoAugust 5, 2026

      AI Infrastructure Race Shifts from Chips to Supply Chains: GlobalData

      The global AI infrastructure boom is entering a new phase, where supply chain resilience, power availability and memory capacity are becoming more critical than raw computing performance, according to GlobalData. The research firm says the latest earnings season highlights a significant shift in the AI landscape, with capital investment, geopolitics and manufacturing capacity increasingly dictating the pace of AI deployment. Analysis from GlobalData’s Company Reports Database shows that demand for AI infrastructure continues to outstrip…

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