Iran War Chokes Helium Supply Critical for AI

Source: wsj.com

The Wall Street Journal reports that Israel's military strikes on Iran have choked off a key source of helium, which is vital for the semiconductors powering AI systems. Iran supplies about 10% of the world's helium, mostly from its South Pars gas field. This supply crunch threatens the AI boom as companies scramble for alternatives. It matters because helium shortages could raise costs and delay AI deployments at a time when demand is exploding.