Economics of the AI Supercycle

A fast-moving, one-unit seminar. Each week a front-line operator from across the stack (Semiconductors, LLMs, Infrastructure, or Applications) delivers a 30-minute talk followed by 20 minutes of student Q&A and 20 minutes of in-class discussion. Short pre-reads and a brief web reflection after every session let you connect the guest's story to an economic lens. By the end you build mental models about the AI Supercycle, where profits really pool across chips, cloud, models, and applications, and why. No engineering or finance background is required; curiosity and debate are recommended.