EQUIPThe Verge · 1h ago
The hidden supply chain costs of the AI boom
Executive Brief
The 30-second read
Harvard Professor Willy Shih analyzes the economic complexities and logistical vulnerabilities within the global AI hardware supply chain. This brief examines how burgeoning artificial intelligence demand reshapes international manufacturing and procurement strategies for senior leadership.
- 01AI growth creates significant hidden costs throughout the global semiconductor and hardware supply chain
- 02Global manufacturing interdependencies introduce structural risks for technology procurement and deployment
- 03Current economic models for AI infrastructure require reevaluation under shifting international production constraints
- 04Strategic oversight of hardware origins is essential for maintaining resilient corporate technology ecosystems
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Today, I’m talking with Willy Shih, an economist, a professor of management practice at Harvard Business School, and the author of the upcoming book, Where Does My Stuff Come From? The Powerful Economics Behind Global Supply Chains. Willy is one of my all-time favorite Decoder guests — his way of looking at the world through […]