Why Big Tech Now Runs an AI Factory

What's really happening inside the AI supply chain that powers every model you use?The common story is that AI is a software business with a fancy backend. The reality is more complicated, and it changes how you should buy, budget, and contract for AI.In this podcast, I share the inside scoop on why your AI vendor contract is now a supply contract in everything but name: • Why "capacity constrained" points to memory and packaging, not GPUs • How hyperscaler CapEx reshapes every vendor agreement you sign • What questions belong in your next AI investment review • Where a single supply chain delay stops you from shipping AIFor operators and CFOs, the takeaway is sober: cheaper tokens are real and serving costs keep falling, but the industrial base underneath your AI strategy still demands supply assurance, utilization discipline, and contracts that account for allocation risk.Subscribe for daily AI strategy and news.For deeper playbooks and analysis: https://natesnewsletter.substack.com/ Hosted on Acast. See acast.com/privacy for more information.