2026 June Wk2 Datacenter Bottleneck(s) Brief
A Cruel Bottleneck's Thesis
* On the surface, it was a noisy week.
* A SemiAnalysis report on a SOCAMM2 spec downgrade, the scale-up CPO "delay" story, gas-turbine lead-time slips — read off the headlines alone, it is an easy stretch to lose the plot.
* The
