Supply chain cracks constrain AI boom
The Iran war flipped that dynamic, disrupting Qatari production and pushing spot prices sharply higher.</li></ul><p><strong>The big picture: </strong>Moody's Ratings notes that critical buffers — stored helium, long-term contracts, recycled gases — buy time for semiconductors. But the underlying problem sticks: The physical backbone of the AI economy runs through a region at the center of an uncertain conflict.</p><ul><li>Another complication: AI data centers run on electricity, which heavily...
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