Willy Shih on the hidden supply chain costs of AI buildout
What happened
On November 5, The Verge reported that Harvard Business School professor Willy Shih discussed the hidden costs that the large-scale buildout of AI infrastructure imposes on global supply chains, in an episode of the Decoder podcast. He said tariff changes are pushing manufacturers to move assembly to Vietnam or Mexico to avoid trade barriers, while China remains the world's manufacturing power. The discussion ties the AI construction boom to manufacturing location, tariffs and supply chain structure. The report also covers Shih's new book, Where Does My Stuff Come From?, which analyzes these supply chain structures from first principles in economics.
Written by AI from the coverage · updated 7 hours ago
Coverage
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- The Verge · AIThe hidden supply chain costs of the AI boom
哈佛商学院教授 Willy Shih 在 Decoder 播客中讨论 AI 基础设施大规模建设对全球供应链的隐性成本。他指出，关税变化促使制造商将组装环节转移至越南或墨西哥以规避壁垒，而中国仍是全球制造强国。其新书《Where Does My Stuff Come From?》从经济学第一性原理分析这些供应链结构。
Heat over time
Heat now 8·Comparable peak 10（Nov 6 00:00）·Comparable change over 24 hours –
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