The artificial intelligence sector, valued at $1 trillion, is experiencing significant investment activity, particularly among major technology companies. However, concerns are emerging regarding the sustainability of this growth. Analysts warn that a rapidly expanding supply chain may be at risk of over-extension, which could threaten the industry's stability. The AI supply chain encompasses a wide range of firms, including Taiwanese server manufacturers, Swiss engineering companies, and American utilities. Experts suggest that potential supply bottlenecks or declining demand could exacerbate these issues, leading to a possible downturn in the AI boom. Insights from various sources, including The Economist, highlight the critical moment for Big Tech's investments in AI and the challenges they may face moving forward.