The AI economy runs on helium. The Iran war just created a $650 billion problem
The hyperscalers building the infrastructure of the AI economy have a $650 billion problem hiding in[……] Read More
South Korea sees helium buffer despite chip supply risks
Industry Minister Kim Jung-kwan said that helium supply disruptions were unlikely in the first half[……] Read More
South Korea, Taiwan face helium risks for chip supply
The risk is tied to disruptions in the Middle East after US-Israeli attacks on Iran disrupted LNG pr[……] Read More