The Iran War Exposes Weak Spots in the AI Supply Chain The ongoing conflict in Iran has exposed a glaring weakness in the tech industry's supply chain, threatening to disrupt the burgeoning AI boom.
As oil prices continue to soar, chipmakers and their suppliers face an existential crisis: maintaining profitability in a world where key materials like helium and bromine are increasingly scarce.
The global tech industry has long been dependent on a narrow range of suppliers, many concentrated in regions vulnerable to conflict or economic disruption.