The Verge interviews Willy Shih on the hidden costs of the AI expansion

The Verge interviewed Willy Shih, an economist, Harvard Business School professor of management practice, and author of an upcoming book about the economics behind global supply chains. The conversation examines how AI is consuming computing resources during an unprecedented infrastructure buildout, while changing tariffs and the political debate over the end of globalization add to industrial uncertainty.

Shih also discusses why China remains a global manufacturing powerhouse despite risks identified by other countries, and revisits his assessment that Foxconn’s plan to build an LCD factory in Wisconsin lacked the infrastructure needed to move forward. The episode also explores the effects of supply-chain disruptions and how markets have responded to them.