Development

A microscopic Japanese fiber becomes a bottleneck

development2026-02-09

Claim

Apple and Nvidia are facing shortages of T-glass, a microscopic Japanese fiber essential to chip substrates, while Amazon's AI capex will consume all its free cash flow this year.

Reporting date: 2026-02-09 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to February 9, 2026 (theinnermostloop.substack.com)

Knowledge graphopen in browser →

Reported in

Welcome to February 9, 2026

Actor

Evidence for

Supersedes

Carmack and Musk brainstorm replacing DRAM with fiber loops

Referenced by

Cite or correct this record

Citation formatCitation text

A microscopic Japanese fiber becomes a bottleneck
Innermost Loop KB — secondary record
Reporting date: 2026-02-09
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-02-09-t-glass-shortage
Claim: Apple and Nvidia are facing shortages of T-glass, a microscopic Japanese fiber essential to chip substrates, while Amazon's AI capex will consume all its free cash flow this year.
Attributed sources:
- Welcome to February 9, 2026 — https://theinnermostloop.substack.com/p/welcome-to-february-9-2026
This citation does not imply independent verification of linked-source claims.

Suggest a correction — opens a GitHub draft for you to review and submit.