Chip Demand, GPUs, and Industry Impact

Global trade policy is shifting, digital infrastructure demand is exploding, and the next frontier of supply chain operations may literally be off-planet. From tariffs to terabytes to orbiting technology, the pace of change isn’t slowing down anytime soon, welcome to The Buzz, powered by EasyPost!

In this episode, Scott Luton and Richard Donaldson break down a potential U.S.–India trade agreement and what it could mean for sourcing strategies, tariffs, and global partnerships. The conversation then turns to the rapid growth of data center infrastructure across the United States, why certain regions have become critical digital logistics hubs, and how AI is accelerating demand for computing capacity. Finally, the hosts explore a bold emerging concept: space-based data centers — and how advancements in energy efficiency, cooling, and scalability could reshape long-term supply chain strategy.

Tune in to learn:

1. What a U.S.–India trade agreement could change for tariffs and global sourcing
2. Why data centers are becoming core supply chain infrastructure
3. How AI growth is driving massive infrastructure investment
4. Why Northern Virginia leads the U.S. in data center concentration
5. The potential advantages of space-based data storage and processing
6. What these developments signal for long-term operational strategy

Whether you’re a supply chain practitioner, technology leader, strategist, or simply trying to keep pace with where operations and innovation are heading, this episode will help you connect the dots between trade policy, infrastructure investment, and the next era of global supply chains.

Additional Links & Resources:

1. Learn more about EasyPost: https://www.easypost.com/
2. Learn more about Supply Chain Now: https://supplychainnow.com
3. Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now
4. Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join
5. Work with us! Download Supply Chain Now’s NEW Media Kit: https://bit.ly/3XH6OVk
6. WEBINAR- Supply Chain Planning Reimagined: Embedded AI that senses, explains, and optimizes: https://bit.ly/4pOGgyo
7. WEBINAR- ChatGPT Is Just the Beginning for Shipping: https://bit.ly/3YLFGq7

This episode is hosted by Scott Luton and Richard Donaldson, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/buzz-tariffs-terabytes-final-frontier-1545