… As a result, in March, the Trump administration declared the company a supply-chain risk . That didn’t deter Anthropic’s sales to businesses. Quite the opposite, Ramp’s data shows. …
… If Samsung lands the deal, it would mark a significant shift in the global semiconductor supply chain. At the heart of Samsung’s profit boom is high-bandwidth memory HBM , a type of chip critical to running AI systems, which has dramatically improved the company’s margins. …
… In 2022, just as data center construction was ramping up, the grid operator paused applications for new generating sources, citing a years-long backlog. It only recently started accepting new requests. Meanwhile, electricity demand from data centers has risen dramatically. …