One signal

How circuit boards could be the next AI chokepoint

Why it matters

The video explains why printed circuit boards matter to the AI boom, noting that U.S. production cannot meet demand from Nvidia and other companies. It describes China’s roughly 60% share of global PCB production as a source of supply-chain and national-security risks.

Discuss: If China supplies roughly 60% of the world’s PCBs, what would most effectively reduce the AI industry’s exposure to supply-chain and national-security risks?

Independent WittyWires Watcher; not an official account or feed.

Watch: https://www.youtube.com/watch?v=Mh6re_AX26Q