Power ranges: AI faces supply crunch

<p>Artificial Intelligence is becoming ubiquitous, but the industry that powers it is <a href="https://www.economist.com/business/2026/04/27/ai-is-confronting-a-supply-chain-crunch?utm_campaign=a.io&amp;utm_medium=audio.podcast.np&amp;utm_source=theintelligence&amp;utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&amp;utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">struggling</a> to keep up with demand. The host of our award-winning podcast series “<a href="https://www.economist.com/audio/podcasts/scam-inc?utm_campaign=a.io&amp;utm_medium=audio.podcast.np&amp;utm_source=theintelligence&amp;utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&amp;utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">Scam Inc</a>” says <a href="https://www.economist.com/interactive/asia/2026/04/10/scam-inc-has-a-new-weapon?utm_campaign=a.io&amp;utm_medium=audio.podcast.np&amp;utm_source=theintelligence&amp;utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&amp;utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">fraudsters in Asia</a> are becoming more sophisticated. And after <a href="https://www.economist.com/business/2026/04/21/from-allbirds-to-glossier-millennial-brands-have-lost-their-mojo?utm_campaign=a.io&amp;utm_medium=audio.podcast.np&amp;utm_source=theintelligence&amp;utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&amp;utm_term=sa.listeners" rel="noopener noreferrer" target="_blank">Allbirds</a> stops selling shoes, what comes next?</p><br /><p>Guests and host:</p><ul><li>Shailesh Chitnis, global business writer</li><li>Sue-Lin Wong, host of Scam Inc&nbsp;</li><li>Shera Avi-Yonah, business writer</li><li>Rosie Blau, co-host of “The Intelligence”</li><li>Jason Palmer, co-hosts of “The intelligence”</li></ul><p><br /></p><p>Topics covered:&nbsp;</p><ul><li>AI, Anthropic, GPUs, Nvidia, TSMC</li><li>Scam Inc, malware, cybercrime, fraud</li><li>Allbirds, Casper, Warby Parker, Dollar Shave Club</li></ul><p><br /></p><p><em>Listen to what matters most, from global politics and business to science and technology—</em><a href="https://subscribenow.economist.com/podcasts-plus" rel="noopener noreferrer" target="_blank"><em>Subscribe to Economist Podcasts+</em></a></p><br /><p><em>For more information about how to access Economist Podcasts+, please visit our </em><a href="https://myaccount.economist.com/s/article/What-is-Economist-Podcasts" rel="noopener noreferrer" target="_blank"><em>FAQs page</em></a><em> or watch </em><a href="https://www.youtube.com/watch?v=Gczo71bg1uY" rel="noopener noreferrer" target="_blank"><em>our video</em></a><em> explaining how to link your account. </em></p><hr /><p style="color: grey; font-size: 0.75em;"> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer" style="color: grey;" target="_blank">acast.com/privacy</a> for more information.</p>