AI Hardware Demand Spills Into Consumer Products, Delaying E-Bike Launch

AI data center buildout has absorbed so much PCB and integrated circuit capacity that shortages are now hitting consumer products. Rivian spinoff Also cited PCB and IC scarcity for delays to its TM-B e-bike, forcing engineers to find substitute parts and re-run testing. The same supplier squeeze is affecting consumer electronics and automotive subsystems that draw on shared component pools.