arbiter
JournalsPricingAccount

The AI Supply Chain

Leonardo Gambacorta & Vatsala Shreeti

The Review of Network Economics2026https://doi.org/10.1515/rne-2025-0063article
AJG 2ABDC B
Weight
0.50

What the paper says

Abstract The rapid advancement of artificial intelligence (AI) relies on a complex supply chain comprising five key layers: hardware, cloud infrastructure, training data, foundation models and AI applications. This paper examines the market structure of each layer and highlights the economic forces shaping them: rapid technological change, high fixed costs, economies of scale, network effects and in some cases, strategic behaviour by dominant firms. We also highlight the expanding influence of big tech companies across the AI supply chain. We discuss the challenges for consumer choice, innovation, operational resilience, cybersecurity and financial stability.

Open paper page →

Cite this paper

https://doi.org/https://doi.org/10.1515/rne-2025-0063

Or copy a formatted citation

@article{leonardo2026,
  title        = {{The AI Supply Chain}},
  author       = {Leonardo Gambacorta & Vatsala Shreeti},
  journal      = {The Review of Network Economics},
  year         = {2026},
  doi          = {https://doi.org/https://doi.org/10.1515/rne-2025-0063},
}

Paste directly into BibTeX, Zotero, or your reference manager.

Flag this paper

The AI Supply Chain

Flags are reviewed by the Arbiter methodology team within 5 business days.

Evidence weight

0.50

Balanced mode · F 0.40 / M 0.15 / V 0.05 / R 0.40

F · citation impact0.50 × 0.4 = 0.20
M · momentum0.50 × 0.15 = 0.07
V · venue signal0.50 × 0.05 = 0.03
R · text relevance †0.50 × 0.4 = 0.20

† Text relevance is estimated at 0.50 on the detail page — for your query’s actual relevance score, open this paper from a search result.