AI Supply Chain Strategy

Analyze how a country or company can position itself in a fast-growing strategic industry when demand surges and technological cycles accelerate. Focus on the tradeoffs among expanding capital expenditure, building overseas partnerships, protecting advanced know-how, and timing next-generation process upgrades. What mix of investment, collaboration, and capability retention best preserves long-term competitiveness? Include risks, second-order effects, and a framework for deciding where to scale versus where to stay selective.