Glass cloth could be the next great AI shortage, as major manufacturers scramble to secure critical material ā Japanese manufacturer courted by Apple, Nvidia, Google, and Amazon
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Verdict: A critical shortage of glass cloth, essential for manufacturing AI components, is causing major tech companies to scramble for supplies.
ā” Quick Hits
- Glass cloth is a critical component for AI hardware manufacturing.
- Supplies are dwindling, leading to a potential shortage.
- Major tech companies are vying for access to limited supplies.
Glass Cloth Shortage Threatens AI Hardware Production
A new bottleneck is emerging in the AI supply chain: glass cloth. This unassuming material is a critical component in the manufacturing of many AI-related hardware components.
According to reports, a Japanese manufacturer is at the heart of the current scramble. As supplies of glass cloth dwindle, major players like Apple, Nvidia, Google, and Amazon are reportedly seeking to secure their access to this vital resource. The shortage is prompting companies to explore alternative materials, but the transition may not be seamless and could impact production timelines and potentially, costs.
*Source Intel: Read Original*
