
The article argues that AI’s expansion is constrained less by demand and more by supply-side bottlenecks—specifically the need for large-scale power, capital, infrastructure, and skilled labor. It frames the post-2021 environment as a distinct regime where resource limitations (not just demand dynamics) increasingly shape business and market outcomes.
The article argues that AI’s expansion is constrained less by demand and more by supply-side bottlenecks—specifically the need for large-scale power, capital, infrastructure, and skilled labor. It frames the post-2021 environment as a distinct regime where resource limitations (not just demand dynamics) increasingly shape business and market outcomes.
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