AI
The Invisible Bottleneck: Alphabet and Amazon Fight Over Rare 'AI Glass' to Fuel Cloud Dominance
The immediate implications are stark: production of Google’s sixth and seventh-generation Tensor Processing Units (TPUs) and Amazon’s custom Trainium and Inferentia chips are now directly bottlenecked by raw material availability rather than chip design or foundry capacity. With supply lines for the highest-grade "T-Glass" (Low Coefficient