What's really happening with the physical infrastructure behind AI? The common story is that AI spending is unstoppable — but the reality is more complicated.
In this video, I share the inside scoop on how a missile strike at a Qatari refinery is threatening the entire AI chip supply chain:
• Why helium is irreplaceable inside advanced semiconductor fabrication
• How the Ras Laffan shutdown flows directly into HBM and AI accelerator supply
• What LNG disruptions mean for energy costs at East Asian chip fabs
• Where China's geopolitical advantage in helium and energy is quietly compounding
The operators, planners, and builders betting on AI infrastructure need to understand this isn't a short-term blip — it's a structural cost and supply shock that will reprice everything from laptops to hyperscaler inference.
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