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The AI supply chain

2025

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This document explores the complex AI supply chain, its market dynamics, and the potential implications for financial stability and regulation.

* Analysis of the AI supply chain, from hardware and cloud computing to foundation models and applications.
* Examination of market concentration, big tech's role, and the economic forces at play.
* Discussion of the challenges in regulating AI and potential actions for policymakers.

Tags: AI, supply chain, regulation, financial stability, big tech

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