The Grid’s Next Bottleneck Is Proof
AI is making analysis cheap just as data centers are forcing harder electricity decisions. The winners will be the institutions that can verify what their models claim.
China’s Tungsten Controls Expose a Semiconductor Chokepoint
WF6, a critical semiconductor gas, remains available despite reports of Japanese production exits. Yet China-linked tungsten feedstock controls, price spikes, concentrated supply, and 18–24-month qualification cycles expose a deeper bottleneck AI-driven chip demand cannot quickly solve.
Morgan Bazilian
