Benjamin Boucher

“I think it is just going to depend on what we see at a political level over the coming years in terms of how it evolves.”

Benjamin Boucher · said date not stated · reported 2026-09-26

Boucher says the future of China-U.S. supply chain dynamics will depend on political developments.

“can offer those at a much more favorable timing.”

Benjamin Boucher · said date not stated · reported 2026-09-26

Boucher explains that while the U.S. faces shortages and long lead times for key components, China can supply them faster.

“China is definitely very important towards the U.S. supply chain for data centers at the moment,”

Benjamin Boucher · said date not stated · reported 2026-09-26

Boucher emphasizes China's current importance to the U.S. data center supply chain.

“It is a very challenging environment between the geopolitics recently between the tariffs we've been seeing and the recent bans,”

Benjamin Boucher · said date not stated · reported 2026-09-26

Boucher describes the current geopolitical environment, including tariffs and bans, as challenging for the industry.