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China Tightens Indium Export Scrutiny as AI Infrastructure Demand Grows

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

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

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

AI hardware demand redraws Asian air-cargo routes toward Malaysia, Vietnam and Singapore

ASML capacity plan highlights the physical bottleneck behind AI demand

Toyota commits $3.6 billion to double its San Antonio manufacturing campus

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

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

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

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

NVIDIA chip scarcity drives black-market price escalation in China

Qualcomm explores custom chip-design services for ByteDance

Iraq Plans Syrian Export Route to Diversify Beyond the Strait of Hormuz

EVENT: Reuters Supply Chain USA 2026 — Day Two

RISK: o9 sues SAP over alleged supply-chain-planning trade-secret misuse

OUTAGE: Nucor Halts Production After Unauthorized Access to IT Systems

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

Human accountability remains central to self-driving S&OP

Mark Sawaya

Prashant Gopalan