Silicon Control
My thesis of the future of the AI semiconductor supply chain
Everyone thinks AI is a bubble and there is an overbuild of infrastructure.
“Silicon Control” is an 8,000+ word essay that goes into detail about why that view is wrong and why we have a decade-long journey of being supply constrained.
In the essay I go into: the case for infinite compute, how & why demand will scale from here, common misconceptions investors have about the supply chain and the implications of it all.
The future is a silicon monopoly of less than 20 companies.
Check it out below!
kerman kohli@kermankohli
Everyone thinks AI is a bubble and there is an overbuild of infrastructure.
“Silicon Control” is an 8,000+ word essay that goes into detail about why that view is wrong and why we have a decade-long journey of being supply constrained.
In the essay I go into: the case for
3:00 PM · Jun 4, 2026 · 17.7K Views
10 Replies · 16 Reposts · 148 Likes