The AI economy runs on helium. The Iran war just created a $650 billion problem
- Apr 25
- 1 min read
FORTUNE — A new report from Moody’s Ratings warns that helium supply disruptions stemming from the Middle East conflict are now threatening the semiconductor supply chains that underpin artificial intelligence and data center build-out.
The colorless, odorless gas is used in multiple critical stages of chip manufacturing—including wafer cooling during etching, as a carrier gas, and for leak detection—and no effective substitutes exist at an industrial scale.
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