subcluster
Supply Risk
2 articles
Articles
August 21, 2026
GPU Lead Times: Realistic Expectations and Provider Questions
The 2026 compute landscape is defined by scarcity, with memory constraints pushing cloud GPU lead times to 52 weeks. Here is how to navigate availability guarantees, avoid hyperscaler idle-compute waste, and ask the right questions to secure sovereign EU infrastructure.
August 18, 2026
What Limits GPU Availability: HBM, CoWoS and Power
The true bottleneck for AI capacity has moved from the silicon foundry to advanced packaging and the local power grid. Here is a breakdown of the physical supply chain gating GPU availability, and how to identify what is actually deployable.