From what I understand it’s mostly TSMC and the memory providers being out of capacity over the next few years. So it’s not even about datacenters. Here’s a R

From what I understand it’s mostly TSMC and the memory providers being out of capacity over the next few years. So it’s not even about datacenters. Here’s a Reuters article about TSMC: https://www.reuters.com/world/asia-pacific/broadcom-flags-supply-constraints-says-tsmc-capacity-bottleneck-2026-03-24/ https://www.reuters.com/world/asia-pacific/broadcom-flags-su... So this is actual committed contracts with all kinds of companies such as Apple, NVidia, AMD. Also, the whole reason they can’t build data centers faster is precisely because of this.