The artificial intelligence (AI) revolution has expanded rapidly since 2023, powering applications from chatbots to autonomous systems and driving trillions in market value. Tech giants have invested heavily in data centers and specialized hardware to meet surging demand for training and inference tasks. However, constraints are emerging that cap this growth rate.
Supply chain bottlenecks, particularly in advanced manufacturing, limit how quickly new AI capabilities can scale. Power availability and component shortages further hinder expansion. It could be that Taiwan Semiconductor Manufacturing (NYSE:TSM) is one of the key linchpins determining how far and fast AI expands.
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