Berkeley scholars: concentrated chip supply chain makes a hardwired frontier AI pause feasible

wfithian · x · 2026-10-16

Writing in Project Syndicate, UC Berkeley's Barry Eichengreen, Will Fithian, and Wesley Holliday argue that the highly concentrated AI chip supply chain is a chokepoint that makes a "hardwired pause" on frontier AI feasible — halting production of training-capable chips — and, if implemented properly, sustainable in practice, even amid US–China rivalry. Whether to pause is for policymakers to decide, but the piece pushes back on claims that regulation of frontier training cannot be effective or durable.

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