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DriveNets raises $410 million to scale networking infrastructure for large AI deployments

DriveNets raises $410 million to scale networking infrastructure for large AI deployments

Vertiv opens Malaysian manufacturing facility for AI and high-density infrastructure

Amazon commits another $13B to India AI and cloud infrastructure

China Tightens Indium Export Scrutiny as AI Infrastructure Demand Grows

Pentagon considers $5B Fluidstack loan to strengthen AI data-center supply chains

Dell supply shortages show AI demand is still stressing hardware operations

Solstice to acquire Element Solutions in $14.5B AI supply-chain materials deal

SK Telecom plans AI data-centre capacity of up to 15 GW

Flash Global’s Dallas service-supply-chain centre begins operations

AI-driven memory shortages push Apple toward product price increases

NVIDIA-backed factory upgrade expands AI-component manufacturing in Texas

d-Matrix adopts Nvidia NVLink Fusion for inference-focused AI servers

project44 splits into two businesses and launches LSP44 for logistics AI infrastructure

South Korean groups commit $195 billion to AI, robotics and advanced manufacturing

China’s factory recovery is increasingly concentrated in AI-related exports

South Korea launches a $576 billion AI-chip and semiconductor capacity drive

EU Joins Pax Silica to Reduce Dependence on Chinese AI Supply Chains

Nvidia targets up to 2 GW of AI data-center capacity in Australia

ASML capacity plan highlights the physical bottleneck behind AI demand

AI data-centre demand pushes memory-chip costs into consumer product pricing

NAVER D2SF invests in AIM Intelligence as AI security becomes operational infrastructure

EAIGLE secures growth funding for AI-native gate and yard automation

FICG links Johor manufacturing with Singapore sourcing and innovation through a JS-SEZ strategy

BoCloud raises new funding to expand AI deployment in manufacturing

Aily Labs and AWS partner to scale decision-intelligence agents

EU joins Pax Silica initiative for AI and chip supply-chain security

South Korea discusses accelerated semiconductor capacity investment with Samsung and SK Hynix

Qualcomm explores custom chip-design services for ByteDance

Gatik raises $200M to scale driverless middle-mile freight

Supply Chain Purchase and Fulfilment Specialist II

Supply Chain Planner and Buyer

Principal Technical Program Manager, AWS Applied AI Solutions Core Services

Principal Engineer — Supply Chain Planning

Senior Capacity Delivery Reliability Planner, AWS Infra Supply Chain

Senior NPI Sourcing and Supply Chain Program Manager, AWS Power & Cooling

Network Deployment Refresh Planner I

Experienced Analyst, R&D Master Data

DevOps Architect

WARNING: BIS flags AI boom as a financial-stability risk

REGULATION: NIST Begins Trustworthy-AI Profile for Critical Infrastructure

EVENT: RailTrans Expo opens in New Delhi

WARNING: Fragile Semiconductor and Infrastructure Dependencies Threaten the AI Supply Chain

RISK: AI demand intensifies global memory-component allocation pressure

NOMINATION: Debbie Murray appointed President and CEO of Canada’s National Maritime Group

EVENT: Hidden AI supply chain risks move into the planning governance agenda

WARNING: Yossi Sheffi identifies electricity availability as an underestimated Supply Chain risk

EVENT: CARISCA Supply Chain summit opens in Accra

EVENT: FERC software conference examines planning and market efficiency

EVENT: Sam Robinson promoted to VP, Procurement at CleanArc Data Centers

EVENT: Logistics Automation Expo opens in Bangkok

RISK: Tighter Chinese Indium Checks Could Constrain AI Hardware Supply Chains

OUTAGE: Anaplan platform access incident

NOMINATION: LOTS Group appoints five board members to scale low-emission logistics

Logistics AI is splitting into shipper decision intelligence and provider execution infrastructure

AI-infrastructure growth is becoming an industrial-material planning problem

AI sustainability is becoming a physical Supply Chain constraint

Industrial AI policy is shifting from model leadership to production-system capacity

South Korea’s AI investment wave will expose shared physical bottlenecks

AI infrastructure growth depends on physical logistics capacity

Always-on demand forecasting changes the infrastructure assumptions behind planning AI

AI Infrastructure Is Exposing the Limits of Tier-One Supply Visibility

STMicroelectronics: AI infrastructure demand is reshaping semiconductor capacity allocation

AI Infrastructure Opportunities May Matter More Than End Applications

Power-planning software is becoming part of industrial Supply Chain architecture

Jean-Philippe Poisson maps the AI strategies reshaping consulting delivery models

Inland logistics hubs are inventory decisions disguised as infrastructure

The semiconductor supercycle creates allocation decisions beyond the chipmakers

Heather Sye’s AI maturity model exposes the gap between experiments and operating-model change

AI hardware ethics reframes semiconductor Supply Chain opacity as an accountability problem

Agentic AI economics require value ownership beyond token-cost tracking

Supply-chain AI adoption is rising, but fragmented data is limiting measurable value

o9, Kinaxis, OMP and Anaplan: Four Different Visions for AI-Driven Supply Chain Planning

Shared port capacity can determine whether green-industry plans are feasible

HBM supply is a qualification and packaging problem, not only a fab-capacity problem

AI supply chain planning: faster decisions need clearer accountability

Predictive inventory risk needs an operational fallback and a financial loss owner

Forecasting becomes more accessible with AI, but data still makes the difference

Carrefour on ChatGPT shifts commerce readiness toward product data and fulfillment integration

Manufacturing agent adoption is moving faster than data readiness

Chipflation is becoming a cross-industry planning constraint

Build a governed Claude Managed Agent for Supply Chain workflows

Map the supply chain IT portfolio before adding another AI application

Oracle Supply Chain Management

Google Cloud Supply Chain

Hitachi Digital

Amazon Web Services

Starburst

Meta Llama

Enmovil

GE Vernova

ABB

Elisabeth Braw

Pascal Van Hentenryck