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

Supply Chain Connect · 2026-06-01 · 25 min

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Episode notes

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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