Good Morning,
The year 2026 is in many ways the year of AI datacenter and semiconductor bottlenecks. As Nathan Warren over at Exponential View has noted:
⭐ The Helium Shortage
“The Iran War has creat…
The Geopolitical Chokepoints of Artificial Intelligence
A guest post by Julian Alexander Brown. Helium, DRAM, HBM and the finite AI race.
