The AI gold rush just hit $400 billion, and guess who's holding the map?
Lisa Su isn't just running a chip company—she's controlling the choke points that every AI lab depends on. When semiconductor supply tightens, she decides who builds the next breakthrough model and who waits in line.
Then there are the CFOs quietly managing $8 trillion in combined market cap. These aren't ceremonial roles. They're allocating capital that shapes whether neural networks run on centralized clouds or decentralized infrastructure. Their spreadsheets determine which protocols get funding and which visions stay theoretical.
But here's the catch: executive suites are opening up, yet board rooms? Still gatekept. The C-suite might be diversifying, but the rooms where decade-long strategies get drawn remain selectively accessible.
The shift is real, but incomplete. Influence is spreading, though not evenly. And in an industry where infrastructure decisions ripple through every layer—from cloud providers down to blockchain validators—who sits at the table isn't just about representation. It's about whose priorities get encoded into the systems we'll all run on.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
7 Likes
Reward
7
4
Repost
Share
Comment
0/400
GhostChainLoyalist
· 16h ago
Basically, power is still in the hands of a few, and the words of those big shots carry more weight than the entire community's voice...
View OriginalReply0
VirtualRichDream
· 12-10 14:52
To be honest, Li Su does have a say in the chip bottleneck... But applying this logic to the crypto space seems a bit naive; isn't the point of decentralization exactly about that?
View OriginalReply0
FlashLoanLord
· 12-10 14:35
The issue of chip bottlenecks has been known for a long time, but Lisa Su's approach is indeed ruthless... The problem of centralized power has been shouted about in the Web3 circle for a long time, and now you finally realize it?
View OriginalReply0
SellTheBounce
· 12-10 14:35
Another set of power control theories, upon closer inspection, it's still the same old story. A 40 billion bubble, Lisa Su holding the chip's throat—when it rebounds, it's time to liquidate. Don't be blinded by the story.
The AI gold rush just hit $400 billion, and guess who's holding the map?
Lisa Su isn't just running a chip company—she's controlling the choke points that every AI lab depends on. When semiconductor supply tightens, she decides who builds the next breakthrough model and who waits in line.
Then there are the CFOs quietly managing $8 trillion in combined market cap. These aren't ceremonial roles. They're allocating capital that shapes whether neural networks run on centralized clouds or decentralized infrastructure. Their spreadsheets determine which protocols get funding and which visions stay theoretical.
But here's the catch: executive suites are opening up, yet board rooms? Still gatekept. The C-suite might be diversifying, but the rooms where decade-long strategies get drawn remain selectively accessible.
The shift is real, but incomplete. Influence is spreading, though not evenly. And in an industry where infrastructure decisions ripple through every layer—from cloud providers down to blockchain validators—who sits at the table isn't just about representation. It's about whose priorities get encoded into the systems we'll all run on.