Z Network
By Alistair Alexander
May 30, 2026
The immense economic and ecological risks being taken by the artificial intelligence industry have grown so impossibly large that no one — including the AI companies — has the means to gauge them. This historic boom, like so much else in AI, is run purely on vibes.
In every direction, AI companies are straining to expand beyond their capacities in three key areas: industrial supply chains, grid electricity capacity and global capital markets. High-tech companies occupy a world of structures, protocols and mutual interests that requires guaranteed supplies of rarefied parts and materials to be delivered with precision. If energy and mineral supplies cannot be guaranteed, if capital is no longer liquid and if long-term commitments cannot be met, then that world rapidly unravels.
Super Sleuth
