A newly formed policy group is sounding the alarm: America's tech future might be more fragile than we think.

The warning centers on something most people don't see—supply chains for AI and quantum computing technologies. Turns out, a significant chunk of critical components still flows from Chinese manufacturers. Three industry leaders recently flagged this as a national security blind spot that's growing bigger by the day.

Here's the uncomfortable truth: cutting-edge AI chips, quantum sensors, and specialized materials don't just appear out of thin air. They require complex manufacturing processes and rare earth elements. Right now? That supply line runs straight through geopolitical rival territory.

The message is blunt: either invest heavily in domestic production capabilities now, or face potentially catastrophic disruptions later. No middle ground. The costs of reshoring these supply chains will be massive—billions in infrastructure, years of development time, and significant price increases for end products.

But what's the alternative? Imagine a scenario where access to AI accelerators or quantum components gets weaponized during tensions. Every data center, every research lab, every crypto mining operation that depends on these technologies would face existential risk.

This isn't just a government problem. The entire tech ecosystem—from blockchain infrastructure to decentralized AI networks—relies on hardware that could become leverage in future conflicts. The quantum computing race, particularly relevant for future cryptography and blockchain security, makes this even more urgent.

The clock's ticking. Building alternative supply chains takes time. The longer the delay, the more dependent the ecosystem becomes.