The AI Gold Rush Has a Fatal Flaw: Every Prospector Uses the Same Pickaxe While Silicon Valley celebrates the AI revolution, the entire industry has quietly painted itself into a corner that would make any risk manager’s blood run cold. Every major AI company—from NVIDIA’s GPU dominance to Google’s TPU ambitions—depends on a single manufacturer […] The post Why Every AI Company’s Business Model Has a Single Point of Failure: TSMC appeared first on FourWeekMBA .