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Rory Madigan on Muck Rack

Rory Madigan

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Articles

American AI companies can’t get enough chips

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By James Sanders, Janet Egan, Rory Madigan
| Threat Beat
By James Sanders, Janet Egan and Rory Madigan • May 11, 2026 In 2026, artificial intelligence (AI) chip production has become a binding constraint on the pace of the AI compute buildout. Demand for computing power to train and deploy advanced AI models continues to grow exponentially, outpacing many chip manufacturers’ forecasts. Supply chains for AI chips and key inputs cannot scale rapidly enough to meet demand, as it takes years to build additional manufacturing capacity.
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