Part 12/20:
Supply Chain Challenges: Building gigantic data centers and procuring advanced chips involves navigating complex regulations, regulatory bans, and geopolitical tensions. China’s insular system allows faster deployment, but the U.S. faces hurdles in ramping up manufacturing.
Strategic Risks: Potential conflicts—such as blockade scenarios involving Taiwan—could threaten the supply and deployment of hardware, severely impacting the AI ecosystem. Conversely, aggressive investment in domestic capacity by China might change the global balance of power.
The Market Dynamics and Business Models: Who Holds Power?
Amidst these technological and geopolitical currents, the power dynamics among companies reveal a fascinating chess match.