Iran war cuts off helium from Qatar, and shortages will start to bite in a few weeks, threatening chip supply chains that fuel the AI boom

https://lemmy.zip/post/61171244

Iran war cuts off helium from Qatar, and shortages will start to bite in a few weeks, threatening chip supply chains that fuel the AI boom - Lemmy.zip

> Qatar supplies a third of the world’s helium, according to the U.S. Geological Survey, but the nation had to halt production shortly after the war erupted three weeks ago. Archived version: https://archive.is/newest/https://fortune.com/2026/03/21/iran-war-helium-shortage-qatar-chip-supply-chains-ai-boom/ [https://archive.is/newest/https://fortune.com/2026/03/21/iran-war-helium-shortage-qatar-chip-supply-chains-ai-boom/] — Disclaimer: The article linked is from a single source with a single perspective. Make sure to cross-check information against multiple sources to get a comprehensive view on the situation.

When these AI companies eat shit, we can buy their stuff cheap. But maybe they’ll still be valuable with the shortage. Sigh.

No way. Nvidia will buy them back and throw them away so they don’t flood their market, like they did for crypto booms.

AMD, too.

Let’s say we get access to those. What can a regular person do with them? Can we use it as a daily driver computer? Or are we talking about GPUs on the cheap?

For the H100 and up? They’re headless, basically compute only, as they don’t have enough ROPs to game.

I think the A100 technically can game, in the same way you’d use a laptop GPU not hooked up to the display. They’re kinda like giant RTX 3090/ though, so YMMV.

They’re great at GPU compute apps though, same as any regular Nvidia card would be.