"US AI Stack" Is Largely Built in Taiwan, Japan, Korea and China
pstAsiatech · x · 2026-10-05
The author stresses that the "US AI Stack" is in fact mostly built in Taiwan, Japan, South Korea and China. The quoted text notes Chinese equipment makers hold an edge over US counterparts, which have been criticized for long lead times amid supply-chain shortages — so despite rising hostility from the Trump administration and a bipartisan group of US senators toward Chinese suppliers, data-center builders like Amazon, Google, Microsoft and Oracle can't avoid them. Core point: the AI compute supply chain's geopolitical dependence won't decouple quickly.
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