# Riding the Next Upcycle: Mouser Electronics on AI, Data Centers and Demand

Page: https://stenobird.com/podcast/supply-chain-connect-6381239/riding-the-next-upcycle-mouser-electronics-on-ai-data-centers-and-demand
Text version: https://stenobird.com/podcast/supply-chain-connect-6381239/riding-the-next-upcycle-mouser-electronics-on-ai-data-centers-and-demand.md
Podcast: [Supply Chain Connect](https://stenobird.com/podcast/supply-chain-connect-6381239)
Published: 2026-06-01T11:00:00+00:00
Episode link: https://supplychainconnect.podbean.com/e/riding-the-next-upcycle-mouser-electronics-on-ai-data-centers-and-demand/
Audio file: https://mcdn.podbean.com/mf/web/dxump4bwhfyiaa7e/SCC_-_EDS_26_-_Mouser_mixdown6sala.mp3
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JSON: https://stenobird.com/v1/public/podcasts/supply-chain-connect-6381239/episodes/riding-the-next-upcycle-mouser-electronics-on-ai-data-centers-and-demand
Duration seconds: 1488

## Resource

Mouser Electronics president Jeff Newell joins Supply Chain Connect to unpack the next upcycle in electronic component distribution, from AI-fueled data center demand and “golden screw” memory constraints to shifting lead times and added supplier capacity. He explains how Mouser is investing in AI, warehouse automation and a self-service digital experience while navigating tariffs, geopolitics and rising customer expectations. Listeners will gain a forward-looking view of where the market is headed and what will differentiate winning distributors in an increasingly digital, cyclical landscape. Visit us online at SupplyChainConnect.com!

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## Transcript

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