Really interesting: New analysis from @EpochAIResearch on the Iran war's impact on AI: tl;dr The Hormuz shutdown hit 20% of global LNG and ~33% of helium supply, but chipmaking margins are so high that fabs can absorb massive cost spikes. US data centers are insulated from the energy shock entirely. The real risk however: Gulf investment flows drying up as oil revenue drops and geopolitical risk rises, plus direct threats to projects like Stargate UAE. Bottom line: a prolonged conflict slows the buildout at the margins but won't derail it, unless the war escalates dramatically. And this is the real danger. Epoch AI (@EpochAIResearch) The Iran War and Hormuz shutdown have disrupted oil, gas, and helium exports and threatened data centers and investments in the Gulf states. @justjoshinyou13 explores how a prolonged Iran war could affect AI, and why it probably won’t completely derail the compute buildout. — https://nitter.net/EpochAIResearch/status/2042599307493384520#m

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