Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain

[karin623]

OpenAI’s Sam Altman once stunned TSMC executives with a $7 trillion plan to build 36 chip fabs. A year later, he’s pursuing an even grander goal: nearly 30 gigawatts of AI compute, billed as the largest infrastructure project in U.S. history. Yet Taiwan’s suppliers paint a more grounded picture. From T-Glass substrate shortages to transformer supply gaps, the physical limits of the AI boom are becoming clear.

This week’s TechTaiwan report follows the trail from TSMC to Fortune Electric, revealing the hard bottlenecks behind Altman’s trillion-dollar vision — and why one Taiwanese executive put it bluntly: “No materials, no deal.”

Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain

Liang-rong Chen

cwnewsroom.substack.com

 

[Barnsley]

Just wait til the public start paying for all this

 

[Daniel Nenni]

Satellite images show how data centers are changing America's landscape

A Business Insider investigation found 1,240 planned or existing data centers across the US. The AI boom is driving interest in building even more.

www.yahoo.com

 

[Yunus]

Just wait til the public start paying for all this

They already have a plan for that:
ChatGPT will soon allow erotica for verified adults, says OpenAI boss

 

[Daniel Nenni]

I'm waiting to hear about OpenAI investing in Intel. Come on Lip-Bu......... close that deal! Intel 18A is ready and able.

This type of capacity demand will push out HNA-EUV so TSMC got it exactly right. Delay HNA-EUV until it is absolutely necessary.