AI Supply Chain Bullwhip Effect Hits Hard Disks

Venture capitalist Tomasz Tunguz posted that the AI supply chain shows a classic bullwhip effect. He listed the sequence of affected components as GPUs, flash storage, memory, CPUs, and now hard disks. The post included a link to an article on the topic. Investor Pete Skomoroch retweeted the message to his followers. The statements reflect the authors' observations on demand propagating through hardware layers. No other confirmations or additional details appear in the visible posts. The conversation centers on these two accounts sharing the same claim about ongoing supply pressures.