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All Dataleo news, jobs, analyses and tutorials around NVIDIA in Supply Chain and Operations.

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News

News (5)

NVIDIA chip scarcity drives black-market price escalation in ChinaHigh
Supply Risk and Compliance·2026-06-24

NVIDIA chip scarcity drives black-market price escalation in China

Restricted NVIDIA AI chips have reportedly more than doubled in price on China’s black market, highlighting the interaction between export controls, constrained supply and persistent demand. The signal is relevant to AI infrastructure supply chains, compliance and allocation risk.
The Dataleo angle
Planning teams should not treat grey-market availability as reliable supply. Scenarios should account for compliance exposure, lead-time volatility, authenticity risk, serviceability and the possibility that supply disappears without notice.
Reuters
Kinaxis and NVIDIA Explore Long-Running AI Agents for Continuous Supply Chain PlanningMedium
·2026-06-19

Kinaxis and NVIDIA Explore Long-Running AI Agents for Continuous Supply Chain Planning

Kinaxis disclosed a collaboration with NVIDIA to explore long-running AI agents that could continuously optimize and adapt Supply Chain Planning decisions at scale.

The Dataleo angle
The affected decision is how Kinaxis and NVIDIA use long-running agents for continuous Supply Chain Planning. Value requires bounded objectives, persistent state, governed data access and explicit escalation; the principal failure mode is an autonomous process that accumulates errors or acts on stale assumptions between human reviews.
Kinaxis
NVIDIA-backed factory upgrade expands AI-component manufacturing in TexasHigh
Capacity Planning·2026-06-17

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

NVIDIA and Coherent are supporting a major industrial upgrade in Sherman, Texas, to manufacture lasers used in AI-infrastructure interconnects. The investment is a supply-chain capacity signal for semiconductors, critical components and AI infrastructure.
The Dataleo angle
The key planning questions are ramp-up timing, yield, second-tier dependencies and synchronization between industrial capacity and data-center demand. Announced investment should not be treated as available capacity until qualification and production milestones are reached.
Associated Press
Gartner’s 2026 Supply Chain Top 25 puts autonomous workforces and AI orchestration at the centerHigh
Autonomous workforces, adaptive networks and AI-enabled orchestration·2026-06-17

Gartner’s 2026 Supply Chain Top 25 puts autonomous workforces and AI orchestration at the center

Gartner has published its 2026 Global Supply Chain Top 25, with Schneider Electric retaining first place ahead of NVIDIA and Walmart. The research highlights three major themes: autonomous workforces combining people and machines, adaptive physical networks and end-to-end orchestration.

The ranking points to a broader shift in how leading supply chains are evaluated. AI is moving beyond isolated features toward workforce design, connected decision-making and coordination across enterprise and partner networks.

Schneider Electric is cited for its use of generative and agentic AI to improve visibility, prediction and action coordination, making the ranking a useful market signal on the operating-model implications of Supply Chain AI.

The Dataleo angle

This matters for Supply Chain Leadership because AI maturity is increasingly linked to how work, decisions and networks are orchestrated, not simply to software deployment. The leading organizations are redesigning roles, escalation paths and collaboration models around human-machine teams.

The governance challenge is to preserve accountability as decisions become more distributed and automated. Companies need clear ownership, auditable logic and boundaries between machine recommendations, human approval and execution.

Gartner
Kinaxis brings NVIDIA AI acceleration into Maestro for large-scale planning optimizationHigh
AI acceleration for concurrent planning·2026-03-16

Kinaxis brings NVIDIA AI acceleration into Maestro for large-scale planning optimization

Kinaxis announced work with NVIDIA to accelerate planning optimization in Kinaxis Maestro. The announcement matters for supply chain teams because advanced planning scenarios are increasingly constrained by computation speed, data volume and the need to compare options quickly.

For Concurrent Planning, faster optimization can shorten the time between disruption, scenario analysis and decision. The practical value will depend on whether planners can understand the trade-offs behind AI-accelerated recommendations and apply them through governed Planning Governance.

The Dataleo angle

This is a strong signal that AI infrastructure is becoming part of the planning stack. For Supply Chain AI, acceleration matters only if scenario results remain explainable, auditable and usable by planners under time pressure.

Kinaxis
Editorial

Insights (1)

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