Technology7 May 2026SEO 801 min read

Analysis: Five architects of the AI economy explain where the wheels are coming off

Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in Beverly Hills, where they talked with t…

Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in Beverly Hills, where they talked with this editor about everything from chip shortages to orbital data centers to the possibility that the whole architecture that undergirds the tech is wrong. On stage with TechCrunch: Christophe Fouquet, CEO of ASML, the Dutch company that holds a monopoly on the extreme ultraviolet lithography machines without which modern chips would not ex…

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