Research on Power Concentration in the AI Stack

soumitrashukla9 · x · 2026-07-20

This repost highlights a new study using an "AI Stack Map" to measure power concentration and potential chokepoints across different layers of the AI tech stack. The visualization compares materials, chips/compute, and models on the same scale, emphasizing that future AI control might not just lie with frontier labs, but could shift to cloud providers, energy suppliers, or upstream material providers. The author believes this framework is highly worthy of further collaborative research.

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