Fusion: Market Intelligence,
Topic: Artificial Intelligence
08.31.2026
What Procurement Teams Should Do About the AI Power Squeeze Right Now
Silicon carbide MOSFETs and PMICs now carry 20-52 week lead times, delaying AI data center power distribution units more than any GPU shortage.
Fusion: Market Intelligence,
Topic: Artificial Intelligence
08.31.2026
What Is a PMIC, and Why Is It Holding Up AI Data Centers?
What is a PMIC? See how this overlooked chip controls power in AI data centers, and why 20-40 week lead times are stalling deployments in 2026.
Fusion: Market Intelligence,
Topic: Artificial Intelligence
08.31.2026
The Real Bottleneck in AI Infrastructure Isn't the GPU
AI data centers aren't stalled by GPUs. Power management ICs and SiC MOSFETs carry 20-52 week lead times. See what's actually holding up deployment.
Fusion: Market Intelligence,
Fusion: Insights,
Topic: Supply Chain,
Topic: Artificial Intelligence,
Topic: Manufacturers
07.21.2026
Nvidia Just Cut Half Its Asia AI Chip Buyers. Here's What It Means for Your Next GPU Order.
Nvidia cut over half its approved Asian AI chip buyers. Learn how new ownership checks affect GPU sourcing, compliance, lead times, and verified supply.
Fusion: Market Intelligence,
Fusion: Insights,
Topic: Artificial Intelligence,
Topic: Networking
07.13.2026
NIC Lead Times Just Hit 52 Weeks. What China's H200 Move Means for What's Next
Network interface card lead times just hit 52 weeks. Get Fusion's Q3 2026 market update on NIC pricing, the H200 approval, and what to source now.
Fusion: Market Intelligence,
Fusion: Insights,
Topic: Artificial Intelligence,
Topic: Memory
04.2.2026
TurboQuant: Market Overreaction
TurboQuant sparked a market reaction suggesting AI memory demand could decline, but underlying fundamentals tell a different story. Explore what’s actually driving HBM demand, why pricing is soft, and what it means for procurement teams.
Fusion: Market Intelligence,
Fusion: Insights,
Topic: Artificial Intelligence,
Topic: GPUs
11.17.2025
The Networking Bottleneck: What’s Really Slowing AI Infrastructure
AI infrastructure is scaling faster than networking capacity. Learn why switches, optics, NICs, and ASICs are becoming the next structural bottleneck—and what buyers can do now.
Fusion: Market Intelligence,
Fusion: Insights,
Topic: Artificial Intelligence
09.15.2025
The Cost of AI and Hyperscaler Spending on Semiconductors | Fusion Worldwide
Discover how hyperscaler investments impact electronic components and semiconductor supply. Need obsolete parts sourcing? Get a fast quote today. Fusion Worldwide.