AI’s New Battlefield: Chips, Debt, and Scarcity

from 48-Hour AI · host Jellypod

The episode breaks down how AI has shifted from a software race to an infrastructure auction, with soaring server prices, chip shortages, and supply-chain pressure reshaping the market. It also explores why huge bond raises and massive fundraising chatter show that capital access is now just as important as model quality.

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This episode was published on May 1, 2026.

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