AI’s bottleneck economy is taking shape across Southeast Asia’s chip supply chain

The artificial intelligence investment story is beginning to move beyond the most obvious winners. For much of the past three years, the market’s attention has centred on graphics processing units (GPUs), high-bandwidth memory and the companies supplying the raw compute needed to train large AI models. That first wave is not over. But according to […] The post AI’s bottleneck economy is taking shape across Southeast Asia’s chip supply chain appeared first on e27.