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.”" https://futurism.com/artificial-intelligence/helium-ai-iran-war

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 ... https://david.saker.uk/2026/03/19/helium-semiconductors-iran-war-hits/