What's really happening inside the AI supply chain that powers every model you use?
The common story is that AI is a software business with a fancy backend. The reality is more complicated, and it changes how you should buy, budget, and contract for AI.
In this podcast, I share the inside scoop on why your AI vendor contract is now a supply contract in everything but name:
• Why \"capacity constrained\" points to memory and packaging, not GPUs
• How hyperscaler CapEx reshapes every vendor agreement you sign
• What questions belong in your next AI investment review
• Where a single supply chain delay stops you from shipping AI
For operators and CFOs, the takeaway is sober: cheaper tokens are real and serving costs keep falling, but the industrial base underneath your AI strategy still demands supply assurance, utilization discipline, and contracts that account for allocation risk.
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For deeper playbooks and analysis: https://natesnewsletter.substack.com/
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