Average increase in DC energy cost
+ 18 %
Gas and oil volatility, plus logistics premiums, raise the base cost compared to the 2024 cycle.
Logistics delay on GPU racks
14-21 days
Diversions via the Red Sea and Hormuz extend hardware delivery times from Asia to Europe and the U.S. East Coast.
Sub-7nm capacity still concentrated in Taiwan
86 %
Diversification exists, but critical dependence on TSMC and advanced packaging remains nearly intact.
While many analyses continue discussing PUE or per-token efficiency, the real picture is harsher: AI operates within an economy of trade war, strained energy, and regionalized hardware.
The result is a system less efficient than it appears on paper. The industry no longer optimizes solely for performance, but for access to firm electricity, secure routes, packaging capacity, and politically viable suppliers.
AISHA's conclusion is that geopolitics is no longer context. It is a variable of cost, timeline, and technical viability for AI deployment.