Uploaded June 2026 | Updated September 2026, 5 days ago
Global appetite for graphics-processing units (GPUs) is strong, and calls for innovation, investment and industrial policy. Given stretched supply chains and soaring demand, should computing resources be treated as critical infrastructure? Can smaller players compete when hyperscalers continue to exert substantial control over access and pricing? And is it possible to produce responsible AI growth without overheating the planet?
Global appetite for graphics-processing units (GPUs) is strong, and calls for innovation, investment and industrial policy. Given stretched supply chains and soaring demand, should computing resources be treated as critical infrastructure? Can smaller players compete when hyperscalers continue to exert substantial control over access and pricing? And is it possible to produce responsible AI growth without overheating the planet?
