Trade the Gap.

NVIDIA asked the InP laser supply chain to scale 20x by 2030. Vendors committed to 12x. Even at 12x, supply exits 2030 still 50% short of demand. The same dynamic runs through every layer of this week’s research: rack power heading toward 600kW, enterprise AI requiring billions in human consultants to deploy, and a security architecture for autonomous agents that markets haven’t priced.