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Arm Holdings Is Said to Faces FTC Antitrust Probe Over Chip Licensing Practices
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In-depth Analysis of AI Bottlenecks: The Shortage of Indium Phosphide Is Already a 'Catastrophe,' the Next Breakthrough Lies in the 'Power Grid Defense War'
The bottleneck in the AI arms race is spreading from GPUs and HBM to more concealed segments of infrastructure. Anonymous analyst @bubbleboi pointed out that indium phosphide optical components have entered a 'catastrophic-level' shortage, with the three major DRAM/HBM manufacturers operating at full capacity. The most undervalued next battleground may be the 'power grid defense war' behind AI data centers — solid-state transformers and power semiconductors.
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