The Real AI Bottlenecks: Chips, Memory, Security, and the Slowdown in CEO Hype

Claire and Peter break down why the AI race is increasingly defined by unglamorous constraints and operational readiness. Nvidia deepens its Taiwan footprint as supply remains tight, while SK Hynix’s high-bandwidth memory surge highlights a looming HBM bottleneck through the decade. They also look at hidden supply-chain dependencies like Ajinomoto’s advanced packaging materials, plus shifting infrastructure options as Lenovo’s server business gains momentum and Corsair targets enterprise-grade AI workstations.On the organisational side, global firms are turning India engineering hubs into "co-headquarters"—bringing more core product and AI work in-house and reshaping outsourcing and IP strategies. Security takes centre stage with reports of Anthropic’s vulnerability-finding system and a warning that autonomous agents may make fewer mistakes—but with a larger blast radius when they do. The episode closes with the growing push for humanoid robot safeguards and an IBM CEO survey showing near-term agentic AI expectations cooling, while long-term confidence in AI-driven growth remains strong.About Six & FlowSix & Flow is a digital transformation consultancy helping businesses adapt, grow, and thrive in a fast-changing world. We specialise in AI, CRM, and revenue operations, blending strategy, technology, and creativity to deliver measurable impact. From scaling startups to global enterprises, we partner with ambitious teams to unlock growth through smart automation, customer-centric marketing, and forward-thinking sales enablement. Learn more at sixandflow.com. Hosted on Acast. See acast.com/privacy for more information.