Chips, chokepoints and the battle for AI supremacy
Shownotes
Semiconductors sit at the heart of the AI revolution, but the global supply chains behind them are under growing pressure. As investment in AI accelerates, highly concentrated capabilities across advanced manufacturing and critical materials are creating strategic chokepoints, while geopolitical pressures are reshaping how these global supply chains must operate.
Recorded at the Barclays Asia Forum, host Patrick Coffey is joined by Chris Miller, New York Times bestselling author of Chip War: The Fight for the World’s Most Critical Technology, to explore the vulnerabilities within the semiconductor ecosystem, the challenge of national semiconductor self-sufficiency and why the politicisation of AI may just be getting started.
Looking ahead, they consider the next wave of AI adoption, from accelerating research and development in biotechnology and pharmaceuticals to the rise of physical AI. They also examine what this changing landscape means for business leaders, including how boards shouldn’t underestimate geopolitical shifts.
Read more on the topic:
- 10 things you need to know about humanoid robots
- Robots roll out, economies rewire
- AI gets physical: Innovation meets opportunity
- Talent and trade: The new battlegrounds in AI
Listeners can also explore the topic further in previous Barclays Brief episodes:
Important non-Research content disclosures
This content is for informational purposes only and does not constitute investment advice or a recommendation. Views expressed are those of the speakers and may not reflect those of the firm. Any forward-looking statements are based on current assumptions and subject to risks and uncertainties.
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