# AI Chip Supply Chain: It Wasn't Logic That's the Bottleneck

- slug: ai-chip-supply-chain-it-wasnt-logic-thats-the-bottleneck
- date: 2026-03-14
- category: Artificial Intelligence

# AI Chip Supply Chain: It Wasn't Logic That's the Bottleneck

When everyone was worried about not enough AI chips, it turns out the real constraint wasn't the chips themselves—it was the stuff that surrounds them.

According to Epoch AI, the four largest AI chip designers consumed roughly 90% of...

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