Are AI models running out of power? | The Economist

Is AI growing faster than the infrastructure that powers it? The Economist’s global business writer, Shailesh Chitnis, and co-host of The Intelligence podcast, Rosie Blau, discuss the global shortage of computing power. As demand surges, firms are throttling access, spending billions on expansion and facing supply-chain bottlenecks that could reshape the future of AI. 00:00 - Why are AI companies struggling to keep up with demand? 00:37 - What is actually in short supply? 01:26 - What are AI firms doing about the shortage? 02:10 - Will simply spending more money solve the problem? 03:27 - How are suppliers responding to the crunch? 04:06 - Where are the biggest bottlenecks in the tech stack? 06:24 - How will this supply crunch affect AI’s future? Listen to the full episode: https://econ.st/4tDZ31Y The AI rush is hitting a bottleneck:https://econ.st/4w4YZdi Subscribe: https://www.economist.com/subscribe Download the App: https://www.economist.com/get-the-app Instagram: https://www.instagram.com/theeconomist/ Facebook: https://www.facebook.com/TheEconomist/ X:https://x.com/TheEconomist #TheEconomist #ArtificialIntelligence #TechIndustry