AI infrastructure hitting limits

- Companies are buying massive AI compute but much of that GPU capacity is sitting idle right now. - TSMC plans $56 billion in 2026 capex yet says chip shortages will likely persist into 2027. - That mismatch is straining power, memory and utilisation across data centres, raising operational and supply risks for AI projects (techradar.com, wccftech.com, astutegroup.com).