Nobody cares about helium supply? It can be a real AI issue.

As the Iran conflict drags on, helium supply might actually become an issue. And that’s something people aren’t really talking about. Helium is critical for chip manufacturing, and a big chunk of global supply comes from that region. If that gets disrupted, chip production could be affected pretty quickly. While Asian chipmakers might be able to offer around 3 months of buffer… what happens after that? This might not just be about oil prices going up. It could turn into a real supply-side problem for semis, which basically sit at the core of the whole AI trade. That’s why I’m starting to wonder if this is where things begin to shift a bit. Higher oil keeps inflation sticky, rates stay higher for longer, and at the same time you get pressure on chip supply.