One week after reserving substrate, packaging and testing capacity with six suppliers, Nvidia and Oracle announced plans on Oct. 27 to expand OCI superclusters to multi-gigawatt scale — a signal that AI hardware scarcity will persist into 2028.
At least 10 vessels were struck in or near the strait since Oct. 11, the sharpest attack wave since the war began, and Maersk now charges $1,000 per container for any transiting ship.
Riyadh's freighter and widebody capacity has dropped 99% and a string of airlines have suspended Saudi and Gulf services, so teams moving parts, pharma or project cargo into the kingdom need road and sea backups this month.
Kodiak and Charger Logistics are running a 435-mile Dallas–Laredo lane with safety drivers ahead of driverless operation, while Bot Auto targets a $50,000 autonomy kit. Shippers on Texas lanes should start asking carriers about it.
