Doesn't that just draw out the AI revolution by a few years? I don't see why it would stop anything though.
Imagine a scenario where someone claimed that it was physically impossible to replace all the buggies with automobiles because everything was backordered and there were labor shortages. Surely the replacement still happens eventually though?
A drawn out long change simply doesn't have the major societal upset that imminent mass-unemployment has.
With how much scale AI datacenters want and how the Trump administration has made supply problems significantly worse, we'd be talking decades, plural.