GEP：2025年人工智能的阿喀琉斯之踵：阻碍人工智能未来发展的供应链危机报告（英文版）

The Al ecosystem rests on ten essential pillars. Fourof these - chips, models, data, and talent - tend todominate headlines. But the other six are where thereal bottlenecks are forming. These include data centerinfrastructure, energy,telecommunications, computehardware, skilled labor, and real estate.Each plays a vital role. Al needs massive compute power,which in turn demands uninterrupted power supply,reliable cooling systems, high-speed connectivity, andspecialized technical expertise. Any