Revenge of the supply chain: why hardware still matters in the age of AI

Written by Harry Ecob on 05 Aug 2026

The promise of AI has already resulted in massive amounts of investment and spending, leading to huge valuations for firms seen as well-positioned to capitalise on the boom. The root of this innovation is in software development and the continuous refinement of algorithms. But what does the focus on software mean for physical hardware and associated supply chains? Using the example of the credit-card-sized Raspberry Pi computer, this blog argues that supply chains are very much here to stay — and as important as ever.

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