Capital of AI: Will Compute Become a Global Resource? — Alex Clavel, Philip Guido, Jean Hynes — FII9
Investments in AI are skyrocketing as the technology, comprised of a deep tech stack from software to semiconductors, promises to revolutionize the global economy. Yet, with 90% of the world’s advanced semiconductors produced by just a few suppliers in China and the U.S., the resources and know-how to power this transformation are centralized in just a few companies. How can companies and investors leverage strategic partnerships and the technological ecosystem to make the critical resources powering the AI wave go global?