Center for European Policy Analysis Issues Commentary: Compute - AI Bubble or Bottleneck?
May 29, 2026
May 29, 2026
WASHINGTON, May 29 -- The Center for European Policy Analysis issued the following commentary by senior resident fellow Elly Rostoum:
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Compute: AI Bubble or Bottleneck?
The artificial intelligence boom must overcome supply shortages -- in both the US and China.
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The real AI contest will be won by who can best marshal the vast physical infrastructure needed to build the new technology, energy systems, semiconductor fabs, and e . . .
* * *
Compute: AI Bubble or Bottleneck?
The artificial intelligence boom must overcome supply shortages -- in both the US and China.
-
The real AI contest will be won by who can best marshal the vast physical infrastructure needed to build the new technology, energy systems, semiconductor fabs, and e . . .