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AI supply chain

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement May 14, 2026 by Jacob Helberg · across every show →

Everything said about AI supply chain, oldest first

May 14, 2026 negative
Assertion Not checkable as stated
Helberg: US has extreme concentration risk across non-chip AI hardware inputs
“And our concentration risk as a country is incredibly high for basically all of those inputs.”
Jacob Helberg May 14, 2026 ▶ 4:24 Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg
May 14, 2026 positive
Assertion Supported
Helberg: Pax Silica economic security coalition now includes 14 countries
“Paxilica is an economic security coalition that now has 14 countries, and the idea is really to have an ecosystems-based approach to our supply chains, and specifically the AI supply chain.”
Jacob Helberg May 14, 2026 ▶ 1:18 Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg
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