The Iran War Has Cut Off Supply of a Gas the AI Industry Desperately Needs
The first victims are party balloons: you can quite easily allocate less there and deal with a few angry parents,” Anish Kapadia, founder of energy consulting firm AKAP Energy told the WSJ. “But clearly when you take a third of global supply off the market overnight, there’s going to be a significant impact across the board.”
Helium & Semiconductors
Iran war hits helium supply which in turn hits semiconductors. What do we need semiconductor for = ai
Semiconductor-grade helium is essential for chipmakers to maintain ultraclean and ultracold manufacturing environments. This contaminant-free helium is also needed for energy and heat transfer, and in vacuum chambers.
There is no alternative to ultra-high-purity helium for these chipmaking processes and, without it, fabrication will slow down or even come to a halt.
