The AI Supply Chain Crisis: Why Your 2026 Programs Are Already at Risk
Government leaders, we need to have a serious conversation about a reality that isn’t showing up in your acquisition plans yet: AI is now the gatekeeper of hardware. It is starting to dictate who actually gets equipment and who gets stuck at the back of the line. For the last year, everyone’s been obsessed with GPUs. But after talking to the people actually building the hardware and the infrastructure, it’s clear the problem has mutated. The bottleneck isn't just one chip anymore. It’s the entire stack.