No bottleneck in the AI supply chain lasts longer than two or three years.

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• The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times. DPDylan Patel13 Mar 2026similar wording
• The bottleneck in AI is no longer the progress of the models but their diffusion — if the models froze today, the economy would still take decades to absorb what already exists. AWAlexandr Wang29 Jul 2026similar wording
• The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. LTLip-Bu Tan18 Jun 2026similar wording
• Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. LTLip-Bu Tan18 Jun 2026similar wording
• Not every bottleneck on medical progress is one AI can remove, and which ones will remain can be guessed at now. JTJacob Trefethen2 Aug 2025similar wording

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