Infrastructure and the supply chain are far more important than AI, despite the hype. Everyone will eventually run the AI models locally, the era of concentrate

Infrastructure and the supply chain are far more important than AI, despite the hype. Everyone will eventually run the AI models locally, the era of concentrated big iron is over. Due to the past behavior of the powers that be, you'd have to nuts to depend on an external vendor to supply AI if it's actually business critical. As for nation states, local food and energy supplies should be near the top of any efforts at increasing resilience. The days of globalized supply chains are nearing their ends. One hopes AtomicSemi isn't all hype, and they can actually make custom chips, quantity one.