The Chokepoint

Your weekly guide to the chokepoints in the AI supply chain

The Chokepoint

The Chokepoint #2: Inside the Photonics Trade

May 12, 2026

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5 min read

The Chokepoint #2: Inside the Photonics Trade

Where the rent flows when light becomes the chokepoint

Teng Yan, +1

The Chokepoint

The Chokepoint #1: Power moves fastest

May 6, 2026

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4 min read

The Chokepoint #1: Power moves fastest

The rent is migrating from the fab to the substation.

Teng Yan