Part 2/8:
While the severe chip shortages that plagued the industry 18 months ago have begun to alleviate somewhat, they remain a significant concern for major tech firms. Some of the largest companies continue to struggle with acquiring the necessary quantities of chips and servers to support their expansive operations, particularly as they endeavor to scale their AI capabilities. Consequently, even as the overall supply situation improves, the demand from these companies often outstrips what is available, leading to ongoing supply chain challenges.