This Week in 30 Seconds
HDD tightness is extending into 2028. Even after settling 2028 long-term agreements with HDD vendors, hyperscalers still expect a supply shortage, while lead times remain at 50 weeks versus a 16-week balanced level.
Agentic AI is pushing CPUs back up the infrastructure agenda. At OCP 2026, AMD and Arm projected CPU TAMs above $200 …