Chip Power by Kai London
Every digital strategy eventually rests on physical devices made by a small number of firms in a small number of places, using tools and materials that are themselves concentrated. Chip Power examines that structure and what it means for organisations planning AI build-outs, industrial estates and long-lived infrastructure.
What the book covers
Structure of the value chain
Design, tooling, materials, fabrication, packaging and test — and where concentration is structural rather than incidental.
Controls and compliance
How export and dual-use controls reach hardware, technical data and the cloud services built on them.
Lead times and lifecycle
Planning for components with multi-year horizons, end-of-life risk and long-lived OT estates.
Hardware supply-chain security
Provenance, counterfeit risk, firmware integrity and hardware bills of materials.
AI compute dependency
What accelerator scarcity and allocation mean for AI roadmaps and for architectural optionality.
Board decisions
Where to hold buffers, where to dual-source and where to accept the dependency explicitly.
Analytical in tone: the book describes market and policy structures without attributing actions to named states, forecasting conflict or taking a political position.
Who it is for
Boards, CIOs and CTOs, infrastructure and data-centre leaders, procurement and supply-chain directors, and OT engineering teams managing long-lifecycle equipment.
About the author
Professor Kai London — CISSP, CISM.
An internationally recognised cybersecurity executive, board advisor and Founder & CEO of Quantum AI Systems Security LLC, writing at the convergence of AI, governance and operational resilience. Honorary Professor and Researcher at UCL.