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Concerns are mounting regarding the concentration of AI infrastructure within chip supply chains, with market bets placed on the Latin American region due to commodity and energy needs.

1 report, 1 independent Updated Jul 3
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Concerns are mounting regarding the concentration of AI infrastructure within chip supply chains, with market bets placed on the Latin American region due to commodity and energy needs.

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  1. China develops AI amid US restrictions, while infrastructure links connect China to Latin America, monitored by BlackRock.Sub-event
  2. BlackRock is concerned about AI concentration in chip supply chains, betting on the Latin American region for commodities and energy.1 source

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