Five AI Economy Architects Warn The Wheels Are Coming Off the Supply Chain

Published on 7 May 2026

They point to bottlenecks across chips, data centers

At the Milken Global Conference in Beverly Hills, five leaders spanning the AI supply chain described how today’s infrastructure is straining under demand. Their discussion ranged from persistent chip shortages to the push for orbital data centers, and even raised the possibility that the foundational architecture enabling AI may be fundamentally flawed.

Leaders say chip and infrastructure bottlenecks are worsening
Orbital data centers are emerging as a potential workaround
The core AI infrastructure design may be misaligned with reality
AI scaling faces new constraints beyond models

#supply chain #semiconductors #data centers #infrastructure #ai

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Five AI Economy Architects Warn The Wheels Are Coming Off the Supply Chain

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