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The Chokepoint

Your weekly guide to the chokepoints in the AI supply chain

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
Teng Yan

Tessara

Daily signals on the AI infrastructure supply chain. What's tightening, what's breaking, and who's exposed. By Chain of Thought