The AI threat no one is talking about

“You know, there’s a 4 or 5 year wait on a Siemens transformer. They've literally got 138 billion euro backlog of orders.” Is there a supply chain squeeze coming for AI data centers? Blockspace’s latest podcast guest, Craig Tindale, thinks so, and he says it’s just one piece of a catastrophic geopolitical puzzle where China owns 80-90% of global critical metal refining capacity. 🎧 Catch the latest episode of 'The Blockspace Pod,’ in partnership with Blockspace Media! 📺 Watch: https://go.coindesk.com/3UH5phM?term=organic&utm_campaign=CoinDesk&utm_content=Blockspace+Pod%2CPodcast+Partnerships%2CBlockspace+Media+Q1+26&utm_medium=social&utm_source=youtube 🎧 Spotify: https://go.coindesk.com/4bdam8m?term=organic&utm_campaign=CoinDesk&utm_content=Blockspace+Pod%2CPodcast+Partnerships%2CBlockspace+Media+Q1+26&utm_medium=social&utm_source=youtube 🎧 Apple: https://go.coindesk.com/42adA8N?term=organic&utm_campaign=CoinDesk&utm_content=Blockspace+Pod%2CPodcast+Partnerships%2CBlockspace+Media+Q1+26&utm_medium=social&utm_source=youtube