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The Compute Stack Is Collapsing Into Itself

Monday, March 30, 2026
a close up of a red and white tesla charging station

AI is pushing compute from a shared resource into a strategic asset. As demand outpaces supply, companies are no longer optimizing for access—they’re building for control, collapsing the tech stack into tightly integrated, self-owned systems.

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The Global AI Supply Chain

Saturday, March 7, 2026

Artificial intelligence relies on one of the most complex industrial systems ever built. From chip design and lithography to semiconductor manufacturing and hyperscale data centers, the global AI supply chain reveals how machine intelligence ultimately depends on materials, infrastructure and geopolitics.

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🔗 Kees Hoogervorst

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