AI demand and supply chain insights

Brad Gastwirth explores AI earnings and supply chain shifts, focusing on CPU demand and constraints

AI earnings under the microscope with Brad Gastwirth of Circular Technologies

Tech giants are reporting strong AI demand, but the spotlight is shifting to whether massive investments will actually pay off.

Gastwirth explains how investors are now demanding clear evidence of returns as earnings season exposes growing pressure on Big Tech.

AI growth is putting pressure on supply chains, with constraints emerging across CPUs and server platforms.

What was once a GPU bottleneck is now evolving into a broader system level challenge, raising questions about how efficiently companies can scale their AI ambitions.

April 29 marks a critical moment for earnings reports, with major players under scrutiny.

The conversation has moved beyond demand to discipline, as investors focus on spending efficiency, allocation pressures, and whether AI investment is translating into tangible results.

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