Sora's $1.4M Death and TSMC's 3x Demand Gap: The Physical Ceiling on AI Expansion
OpenAI shutting down Sora while TSMC meets only one-third of AI demand reveals the hard limit: physical infrastructure, not algorithms, now constrains AI capability expansion.
compute-economicssoratsmcsemiconductorsupply-chain1 min readMar 30, 2026
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