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 133 Canada 529 China 3048 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Corp - Ports 909 Corp - Shipping 1026 Earnings 759 Hungary 5 Industrials - Capital Goods 620 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Materials - Chemicals 273 Materials - Metals/Mining 792 Mode - Containerized 1524 Mode - Seaborne 1845 Tariffs 1866 Trade Deals 1017 U.S. 5399

– 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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