RT by @RymMomtaz: No helium = no AI Helium is critical to chip manufacturing - Qatar accounts for 30% of helium supply - Actually it's one plant, Ras Laffan - It got severely damag
No helium = no AI Helium is critical to chip manufacturing - Qatar accounts for 30% of helium supply - Actually it's one plant, Ras Laffan - It got severely damaged, repair takes up to five years - Chip manufacturers hold a few weeks of helium inventory We are going into the biggest energy crisis in history, while having the most overvalued stock market in history, by almost all metrics... concentrated in AI... while the key constraint before the Hormuz crisis was...