Monday Dec 15, 2025

Washington’s AI Gamble: A New “Space Race” for Supply Chains

In this episode of Supply Chain Connect, Dag Calafell, Director of Technology Innovation at MCA Connect, discusses Washington’s AI gamble and why today’s push into AI and semiconductors resembles a new space race. Calafell explains the U.S. goal of domestic semiconductor self‑sufficiency, the impact and risks of government incentives and why outcomes will take years to measure.

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