I'm pleased to share a preview release of my latest eBook, The AI Bottleneck Shift: From Chips to Credit.
Over the last three years, the AI conversation has focused on chips, GPUs, models and data centres. But a new bottleneck is emerging. The question is no longer "Can we get the chips?" but "Who will fund the trillions of dollars needed to build the future of AI?"
This book explores:
- Why the AI bottleneck has shifted from silicon to capital
- How Nvidia evolved from a chip supplier into a financial backstop for the industry
- The rise of neoclouds and AI infrastructure financing
- The impact of bond yields, interest rates and US government borrowing on AI
- Why Anthropic's IPO may become the most important financial event in AI
- Why OpenAI is waiting and what it tells us about the next phase of the market
- What business leaders, investors and technology buyers should watch next
Drawing on research from SemiAnalysis, Aswath Damodaran, public market data and industry analysis, the book connects technology, finance and strategy into a single narrative.
Whether you are a technology executive, investor, entrepreneur, consultant or simply interested in where AI is heading, I hope you find the insights valuable.
Download the eBook
📖 The AI Bottleneck Shift: From Chips to Credit - Download here: Link
I welcome your feedback, comments and perspectives as the AI industry enters what may become its most important phase yet: the battle for capital.
