OpenAI’s $1 Trillion Wait Is an AI Infrastructure Supply Chain Story
OpenAI’s reported consideration of a later IPO is not just a valuation debate. It exposes the capital, compute, energy, semiconductor, and data-center supply chains required to su…
OpenAI’s reported consideration of a later IPO is not just a valuation debate. It exposes the capital, compute, energy, semiconductor, and data-center supply chains required to su…
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An enterprise team begins an artificial intelligence project with a familiar question: Which model should we use? The team compares benchmarks, studies pricing, debates whether th…
IBM shares fell approximately 25 percent Tuesday after the company unexpectedly released preliminary second-quarter results that missed Wall Street expectations, raising concerns…
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Supply chain capacity is normally discussed in physical terms. Companies count trucks, trailers, dock doors, warehouse square feet, production lines, labor hours, robots, and unit…
Most supply chain organizations do not optimize every decision, and historically that has been rational. Human attention is expensive, operational data is fragmented, and the valu…
Amazon says Prime Air will expand to nearly 500 U.S. cities and towns by the end of 2026. That is the headline, but it is not the most important part of the story. The more import…
Supply chain executives spend enormous amounts of time thinking about lead time. Supplier lead time, manufacturing lead time, warehouse cycle time, transportation transit time, an…
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Supply chain capacity is normally discussed in physical terms. Companies count trucks, trailers, dock doors, warehouse square feet, production lines, labor hours, robots, and unit…
What happens to a logistics operation when a crisis or disruption hits? One day everything could be running smoothly: routes are getting completed, goods are getting delivered and…
I feel somewhat uncomfortable when highlighting a potential supply chain benefit that has come about as a result of climate change. While Europe’s been battling wildfires, drought…
Most supply chain organizations do not optimize every decision, and historically that has been rational. Human attention is expensive, operational data is fragmented, and the valu…
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Protecting warehouse infrastructure shouldn't come at the expense of operational efficiency. Warehouse managers face a daily balancing act. They are expected to improve safety, in…