AI growth is blocked

I need to shave

AI growth is not slowing because demand is falling.It is slowing because supply cannot keep up.

The modern AI industry depends on a single manufacturing bottleneck: TSMC.There is simply not enough advanced chip production capacity available.

NVIDIA is first in line for much of that capacity.Apple and other major technology companies are competing for the rest.

The result is that AI growth is no longer constrained by ideas or customer demand, but by physical manufacturing limits.