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Deep & Emerging Tech·August 27, 2026·1 min read

Report: U.S. Building CHIPS Act Fabs but Neglecting R&D

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If CHIPS dollars skew to fabs over R&D, the US risks owning capacity while ceding process and materials innovation. Hardware and AI operators should not assume domestic fabs alone de-risk supply—track where next-gen node and packaging research is actually happening.

Deep & Emerging Tech

Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025

Nvidia locking in $279B of supply commitments—more than doubling from $119B in a quarter—turns its supply chain into a macro risk factor for everyone building on AI. If you're planning large-scale deployments, treat GPU access and pricing as volatile inputs and build scenarios where capacity tightens or reprices mid-project.