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Is AI growing faster than the infrastructure that powers it? The Economist’s global business writer, Shailesh Chitnis, and co-host of The Intelligence podcast, Rosie Blau, discuss the global shortage of computing power. As demand surges, firms are throttling access, spending billions on expansion and facing supply-chain bottlenecks that could reshape the future of AI.
00:00 - Why are AI companies struggling to keep up with demand?
00:37 - What is actually in short supply?
01:26 - What are AI firms doing about the shortage?
02:10 - Will simply spending more money solve the problem?
03:27 - How are suppliers responding to the crunch?
04:06 - Where are the biggest bottlenecks in the tech stack?
06:24 - How will this supply crunch affect AI’s future?
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The AI rush is hitting a bottleneck:
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