Commentary: Google defines AI path to ASI, validates chip boom

By anchoring ASI progress to a '100-million-human-equivalent' benchmark, Google has effectively mandated a global scale-up of AI infrastructure. This triggers immediate downstream demand for HBM4, advanced packaging, optical I/O, and liquid cooling—turning them from optional to essential, further straining TSMC’s CoWoS capacity. Geopolitically, tightened U.S. export controls on AI chips will force suppliers in Taiwan, China and South Korea to reconfigure customer hierarchies, inflating supply chain redundancy costs. While NVIDIA maintains near-term dominance in training silicon, Google’s potential cloud rollout of TPU v6 poses a direct threat to AMD and Intel’s accelerator roadmaps. Over the next 18 months, capital will flood into technologies enabling ZettaFLOP-scale clusters; firms failing to demonstrate breakthroughs in the power-density-bandwidth triad face rapid obsolescence.