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The AI Boom Just Broke the Global Supply Chain
Bitcoin Brief

The AI Boom Just Broke the Global Supply Chain

The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.

by Marty Bent

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The AI Boom Just Broke the Global Supply Chain
Bitcoin Brief

The AI Boom Just Broke the Global Supply Chain

The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.

Feb 18, 2026
by Marty Bent
This Week's Top Predictions
Bitcoin Brief

This Week's Top Predictions

S&P valuations could hit impossible levels like Lebanon's 62x ratio. The Fed just revealed hedge funds hold $1.8 trillion in hidden Treasury leverage, not $400 billion.

Oct 26, 2025
by Marty Bent
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