The rapid advancement of AI is closely tied to a critical yet often underestimated element – capacity. Recent breakthroughs like AI coding agents are transforming productivity. In this episode, Sam Kim - Founder and Portfolio Manager at Black Hill Capital Partners - reveals why the explosive growth in AI demands a seismic shift in chip manufacturing and how industry giants like TSMC and Nvidia are racing to keep up.Joined by Kevin Thornton- Head of Sales at AE Wealth Management- The group breaks down the implications of massive prepayments, capacity bottlenecks, and the race for raw materials in a landscape where the physical world struggles to keep pace with the cyber revolution.