https://sinclairhuang.org/tags/artificial-intelligence/ Recent content in Artificial-Intelligence on Sinclair Huang, HEC Liège, Executive DBA Hugo -- 0.152.2 en-us Tue, 07 Apr 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-04-07-article-4-stress-testing-the-moat-four-threats-that-could-re/ Tue, 07 Apr 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-04-07-article-4-stress-testing-the-moat-four-threats-that-could-re/ Four pressure vectors. Four clocks are already ticking.The question is not whether these moats will last forever — It’s whether you know which one breaks first.TurboQuant, HBM demand reversal, geopoli https://sinclairhuang.org/blog/2026-04-02-article-3-how-deep-is-the-moat-reading-tsmc-sk-hynix-and-mic/ Thu, 02 Apr 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-04-02-article-3-how-deep-is-the-moat-reading-tsmc-sk-hynix-and-mic/ Three regulatory filings. Three financial moats.Customer prepayments, HBM margin structure, capital expenditure intensity — the numbers say more than the narratives do.**Series:** AI Compute Supply Ch https://sinclairhuang.org/blog/2026-04-01-article-2-the-real-ai-supply-chain-a-power-map-beyond-the-gp/ Wed, 01 Apr 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-04-01-article-2-the-real-ai-supply-chain-a-power-map-beyond-the-gp/ The AI compute supply chain: three layers, three chokepoints, one power map.From TSMC to SK Hynix to Ajinomoto — who holds pricing power, and who is just riding the narrative?**Series:** AI Compute Su