Compute concentrated, demand strong

Most global AI compute capacity remains concentrated in a few hyperscalers, with Google singled out as a leader in buildout and control of the stack. That concentration shapes economics and sovereignty debates while demand for chips keeps climbing, as shown by TSMC’s 35% jump in Q1 revenue driven by AI chip demand ( ). For product and procurement teams, this means assuming compute is neither cheap nor perfectly fungible is now a baseline risk assessment (networkworld.com).