AI hardware supply chain
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 3, 2026 by Marc Andreessen · across every show →
Everything said about AI hardware supply chain, oldest first
Apr 3, 2026 bullish
Andreessen: AI hardware supply chain faces chronic shortages for next 3-4 years
“In the next three or four years, it's like somewhere between three or four years out, basically everything is selling out. So like the entire supply chain is, is, is, is sold out or selling out. And so there, there's no, like, we're just gonna have like chroni…”