SITUATION EXPLAINED: What is the most overlooked part of the AI supply chain? We asked @UnderSecE Jacob Helberg, Under Secretary of State for Economic Affairs. "One of the parts of the supply chain that really doesn't get enough attention is actually normal manufacturing." "There's been a lot of attention on semiconductor fabs and on minerals. There hasn't been enough attention on who's manufacturing normal components, whether it's screws or encasings for cell phones or actuators." "A lot…