AI Infrastructure and Semiconductor Supply Chain

Analysis of AI infrastructure buildout, semiconductor supply chain dynamics, geopolitical risks, and competitive positioning in advanced chip manufacturing beyond Tesla-specific initiatives.

The Semiconductor Contest: Alphabet at the Center of Geopolitical Tech Rivalry

A comprehensive analysis of US-China chip competition, helium supply risks, and Google's TPU strategy amid global supply chain upheaval.

By KAPUALabs

/ 5 May 2026

The Semiconductor Contest: Alphabet at the Center of Geopolitical Tech Rivalry

The 10x Gap That Matters Less Than the Velocity

China trails the US in AI compute capacity today, but exponential buildout rates signal a structural shift for markets.

By KAPUALabs

/ 5 May 2026