Given the pace of innovation, inaction is not an option. Sitting on the sidelines is the fastest path to irrelevance. Rehearsing must be the mindset going forward. There are simply to many building blocks converging, as the combinatorial nature of innovation today accelerates the path of both science and technology.

Frank Diana – The Timing of Future Scenarios

That quote from a post in 2017 explored the influencers of timing, namely obstacles and accelerants. These markers drive the foresight required to understand the path of possible futures and some indicator of timing. As artificial intelligence gains increasing mindshare, it is prudent to identify these markers. A recent article does exactly that by identifying a potential obstacle to continued rapid AI innovation. Access to computing power serves as a critical bottleneck for AI, and Microsoft identified the potentially extended shortage in AI chips as a risk in their recent annual report. As demand for AI accelerates, this represents a significant risk. With the help of generative AI, I captured the implications of an AI chip shortage.