Supply Chain Edge: Center of AI attention, the electric herd, clean Lego — Panjiva
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Supply Chain Edge: Center of AI attention, the electric herd, clean Lego

Australia 131 Canada 504 China 3000 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Cons. Discr. - Retailing 487 Consumer Staples 775 Corp - Ports 893 Corp - Shipping 992 Earnings 744 Hungary 5 Industrials - Capital Goods 601 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Materials - Chemicals 255 Materials - Metals/Mining 767 Mode - Containerized 1490 Mode - Seaborne 1819 Tariffs 1819 Trade Deals 1002 U.S. 5348

– In new research this week we take a deep dive into the supply chains behind the data centers that house AI, and find surging shipments of cooling systems, electrical transformers and servers. It’s not all good news in the technology sector though, with industrial and electric vehicle (EV) demand for chips continuing to drag while videogame console shipments have slumped 40% lower in the second quarter.
– Canada is the latest country to apply tariffs to Chinese electric vehicles and may face retaliation in the agricultural sector. Car producer Xpeng Inc. is looking to build a new ...

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