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Strait of Hormuz closure exposes AI’s hidden helium dependence, putting global chipmaking at risk

Strait of Hormuz closure exposes AI’s hidden helium dependence, putting global chipmaking at risk

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2026

Film-maker:

The closure of the Strait of Hormuz has laid bare AI firms’ dependence on Qatari helium for chipmaking, disrupting supplies to Taiwan and South Korea and exposing the fragile physical foundations underpinning today’s technology industry.

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