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Each issue rates the AI supply chain layer by layer, sets the odds on seven questions and lists the week's main items with their sources. 1 issue so far.
2026
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23 October 2026Sample issueRead
Chip demand and lab revenue kept growing while funding got harder for AI builders
No large AI company has cut its spending plans, and suppliers still report demand above supply. The strain this week was in how the build-out is paid for.
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