Prediction: The Artificial Intelligence (AI) Supercycle Will Survive the Iran War. But the Supply Chain That Feeds It Just Changed Forever.
2 Articles
2 Articles
Prediction: The Artificial Intelligence (AI) Supercycle Will Survive the Iran War. But the Supply Chain That Feeds It Just Changed Forever.
Key PointsGeopolitics just made the supply chain more expensive and fragile, especially for critical inputs like helium, shifting pricing power to suppliers.Industrial gas giants like Linde and domestic chip players like GlobalFoundries stand to benefit from a more localized, resilient supply chain.10 stocks we like better than GlobalFoundries › The ceasefire in Iran right now is fragile, the talks in Islamabad are uncertain, and Iran's parliame…
The ongoing conflict in Iran shows the advanced dependence of US and Israeli armies on military AI, particularly for targeting and planning strikes. The bombardment of a school in Minab, the 28th February, presented as an error of targeting and having caused the death of 168 civilians, mainly children, highlights the legal risks, flaws of systems and problems of responsibility. An article taken from the excellent site The Conversation, signed by…
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