Warren Redlich - Chasing Dreams 🇺🇸(@WR4NYGov):This is just the beginning. AI demand is rising much faster than supply. The supply chain for chips and other hardware can’t keep up and isn’t even trying. This will increase the cost of AI. AND it will increase the cost of other hardware like phones and PCs.

Warren Redlich - Chasing Dreams 🇺🇸

@WR4NYGov

AI Stocks Report, Tesla, SpaceX, Nvidia, Google & More. Subscribe for AI Options Strategy.

Joined January 2010

3.7K Following 109.2K Followers

Warren Redlich - Chasing Dreams 🇺🇸@WR4NYGov

2026.06.22 21:54

This is just the beginning. AI demand is rising much faster than supply. The supply chain for chips and other hardware can’t keep up and isn’t even trying. This will increase the cost of AI. AND it will increase the cost of other hardware like phones and PCs.

SemiAnalysis@SemiAnalysis_

2026.06.22 21:01

AI demand is outstripping Moore's law in the short run Moore's law drove import prices of computers and semiconductors down by 52% between 2001 and 2020. (1/4)🧵