Five architects of the AI economy explain where the wheels are coming off
Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in Beverly Hills, where they talked with TechCrunch about everything from chip shortages to orbital data centers to the possibility that the whole architecture that undergirds the tech is wrong.
AI Summary
Five major figures in the AI supply chain discussed challenges at the Milken Global Conference, including ASML's CEO on chip manufacturing, Google Cloud's COO on infrastructure investments, and leaders from Applied Intuition, Perplexity, and Logical Intelligence. The speakers highlighted significant bottlenecks, with ASML's CEO predicting chip supply shortages will persist for the next two to five years despite manufacturing acceleration, leaving hyperscalers unable to obtain all the chips they've ordered. The discussion also touched on broader concerns, including the possibility that the fundamental architecture underlying the entire AI industry may be flawed.