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supplychaindive. com > news > apple-turns-to-broadcom-for-custom-chips > 824647

Apple turns to Broadcom for custom chips

1+ hour, 43+ min ago  (350+ words) The roughly $30 billion agreement is expected to produce more than 15 billion U. S. -made chips through 2031. Industry supply-and-demand imbalances have led to supply constraints and rising component costs for Apple, according to the company's quarterly securities filing. Supply shortages have included advanced…...

Symbols: nasdaq:avgo
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supplychaindive. com > spons > last-mile-ai-pointed-at-the-wrong-problems > 823849

Last-mile AI: Pointed at the wrong problems

1+ week, 2+ day ago  (581+ words) The industry has concentrated AI investment in routing. But the decisions that actually drive costs and customer experience sit largely untouched. Every front-door outcome traces back to decisions made at three different time horizons: structural decisions made months in advance,…...

Symbols: btc-usd
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supplychaindive. com > news > dell-hpe-server-supply-upended-by-memory-crunch > 822273

Dell, HPE server supply upended by memory crunch

3+ week, 5+ day ago  (588+ words) Despite similar challenges, the two computer makers are using different strategies to battle supply constraints, including passing costs on to customers. Dell Technologies and Hewlett Packard Enterprise face shortages of memory components as demand for artificial intelligence servers surges among…...

Symbols: nyse:hpq
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supplychaindive. com > news > warehouse-robotics-implementation-ai-software > 816122

How do AI, software fit into warehouse robotics?

1+ mon, 1+ week ago  (600+ words) Investing in intelligent software systems is crucial for warehouse operators that employ robotics within their operations. Warehouse robotics isn't just about the physical hardware. Alongside the robots themselves, like Boston Dynamics' Stretch or Knapp's Pick-it-Easy, software is a critical piece…...

Symbols: btc-usd
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supplychaindive. com > news > best-buy-computer-memory-shortage-impact-AI > 814114

Best Buy counters memory shortage with inventory, vendor tweaks

3+ mon, 3+ week ago  (266+ words) The electronics retailer is pursuing product configurations that minimize price pressures as the AI boom squeezes supply. Memory chip shortage challenges could persist into next year, as prices have surged amid a booming demand from AI data centers, according to…...

Symbols: hbm
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supplychaindive. com > news > supply-chains-genai-natural-language-tms > 757957

Logistics management is leveling up with generative AI

10+ mon, 2+ week ago  (803+ words) Large shippers and TMS vendors have started to incorporate the emerging technology over the last few years with an eye on cutting costs and improving the user experience. Transportation management system providers have heard their customers loud and clear: Shippers…...