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The Invisible Crisis: How a Glass Shortage Could Stall the AI Revolution
Just when we thought the supply chain crises were behind us, a specialized material known as “glass cloth” has become the latest bottleneck. With Nvidia sweeping up supplies for its AI dominance, giants like Apple and Qualcomm are left scrambling. We dive into this hidden shortage, the controversial Apple-Google AI alliance, and the geopolitical tension heating up in the semiconductor world.