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AI infrastructure supply chains are only as strong as underlying network connectivity layer; networking as critical bottleneck.
Validates networking-silicon scarcity narrative; signals Broadcom/custom-ASIC investments critical to data-center ROI.
Trade pressSlicast · August 3, 2026 · Global · Source: Data Center Dynamics
importance 66AI infrastructure supply chains are only as strong as underlying network connectivity layer; networking as critical bottleneck.
Validates networking-silicon scarcity narrative; signals Broadcom/custom-ASIC investments critical to data-center ROI.