chips
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 26, 2026 by Neil Tiwari · across every show →
Everything said about chips, oldest first
Feb 26, 2026 neutral
Tiwari: Data center power and operations have replaced chips as primary bottleneck
“Well, you know, fast forward to twenty-twenty-six, and what we see is, you know, there is obviously more availability of chips, but to build and operate these, you know, data centers requires people, power, infrastructure, a lot of these things that have a lot…”