Durch den Iran-Krieg wird Katar von Helium abgeschnitten, und in ein paar Wochen wird es zu Engpässen kommen, die die Chip-Lieferketten bedrohen, die den KI-Boom antreiben

I’d be a lot more concerned about helium balloons than AI chips. 

it’s all worth it to protect those pedophiles. GOD BLESS AMERICA!

Just ship it by airship. Easy.

Not just chips, the cost of getting an MRI will skyrocket.

Oh nooooo, not the chips!

Semiconductor manufacturers generally keep a 2-3 month supply of inputs like helium on hand. So yeah, a few more weeks is when the pain is likely to start.

My party balloons are feeling deflated.

Oh, that’s actually positive. Fuck AI.

The war could pop the AI bubble.

Both training and inference take massive amounts of energy, and the cost of that has been subsidized by investors for consumers. But that will become less tenable as energy costs rise.

The AI buildout depends on complex supply chains that require inputs like helium and sulfur that are going to go up in price. The supply chains are also international with many stops along the way, so diesel and other energy price increases will factor in along with increased insurance costs. Overall raising the prices for the chips and other hardware needed.

The GCC countries have been big suppliers of the capital contributions for the build out, but are seeing significant domestic economic damage and may declare force majeure on their investment commitments (I believe this may have already happened in some cases).

So it’s a triple threat for the industry on the economic front.

> „The AI boom“

I just barfed a bit in my mouth.

The US at least has tons of helium and finished selling off the reserve in 2024. May not be developed fully yet but this, long with LNG is a boon to US producers.

Unfortunately US consumers will still see higher prices.

Maybe this is 4D chess. Start war in Iran. Iran attacks neighbors. Iran attacks Qatar and causes helium shortage for chip production. AI bubble burts. The biggest tech companies fail. Prices fall the market becomes competitive again. /s

Oh no not the AI boom….

Imagine a US war ends up making the US grown AI bubble explode.

That’d be funny in a very special way.

Bullcrap.

As long as there is enough He to fill party baloons there is no real shortage, just made up shortage.

It won’t „only“ affect the AI b~~oom~~ubble, it will eventually affect everyone and everything. Like fuel prices skyrocketing. All over the world everything will be more expensive, again. All because of the demented malignant narcissist in the oval office.

The thing the whole US economy is based on now

People don’t realize how fragile the AI infrastructure actually is. We’re talking about helium for chip fabrication, rare earth minerals for GPUs, massive power requirements for data centers and now a war threatening one of the biggest supply chains. Everyone’s debating whether AI will take their jobs while the physical supply chain that makes AI possible is literally under fire. This is going to hit GPU prices hard in Q2.

Perfect hopefully this will slow down the hyperscaler data centers. I don’t see how they can use junk bonds from private lenders to keep getting money.

Team Trump: “Who could have predicted this?!???”🤡🤡🤡