AI as the Commodity of the Future: Supply Chains, Control, and Global Security
The Thesis Oil was the commodity of the 20th century. Semiconductors are the commodity of the early 21st. AI — the capability itself, not just the hardware — is becoming the commodity that everything else depends on. And like oil before it, control of the AI supply chain is becoming a question of global security. The AI Supply Chain AI capability depends on a stack, and each layer has chokepoints: ...