Five AI economy architects discuss chip, energy and data bottlenecks
Updated
Updated · TechCrunch · May 7
Five AI economy architects discuss chip, energy and data bottlenecks
10 articles · Updated · TechCrunch · May 7
At the Milken Global Conference in Beverly Hills, ASML, Google Cloud, Applied Intuition, Perplexity and Logical Intelligence executives said chip shortages could last two to five years.
Google Cloud said demand remains strong, with backlog rising from $250bn to $460bn, and is seriously exploring orbital data centres as power constraints grow.
Panelists also highlighted real-world data limits for physical AI, security guardrails for agents, sovereignty concerns over autonomous systems, and alternative energy-based models as a challenge to mainstream AI architecture.
As nations demand 'AI sovereignty,' will the global AI supply chain fracture into competing geopolitical blocs?
Is AI’s insatiable energy demand creating a bubble that the world's power grids cannot sustain?
Are today's giant AI models a dead end, with smaller, rule-based systems being the only sustainable path forward?