qatar is about to start cutting helium exports... helium is used for chip production... the iran war is about to turn the ai bubble into the hindenburg

People forget how fragile the AI supply chain actually is. It's not just chips, it's the materials to make the chips, the energy to run the chips, and the cooling to stop the chips from melting. Helium shortage alone could bottleneck semiconductor production for years. And that's before you factor in neon (Ukraine produces 50% of global supply) and the Strait of Hormuz chokepoint. The entire AI boom is built on geopolitical quicksand.

@maiamindel How was Qatar exporting helium? They have a secret helium pipeline ?

@maiamindel The entire ai industry's supply chain goes all the way down to a noble gas we literally let float away at birthday parties

@maiamindel i know fasting is getting to me bc i thought you meant potato chips

@maiamindel Well a good outcome then, let’s see how NVIDIA and their competitors cope with this

@maiamindel Maybe all wars should be named after their beginners: so "The Israel War began February 28. By the equinox its flames had begun to touch the fabric of the whole world."

@maiamindel They should just grab some helium from space, there’s INFINITE helium up there! 🤯🤯🤯

@maiamindel @a_nichka Oh no, no balloons for clown shows, what a serious problem

@maiamindel qatar supplies about a third of the world’s helium, and since it’s a byproduct of LNG, the recent strikes on the Ras Laffan hub have effectively frozen production

@maiamindel Wait till Rahu enter into Capricorn all the Ai bubble will Burst

@maiamindel And a lot of money for the build out is gulf money

@maiamindel Oh it could take out the AI industry? In that case please, Iran, Fire another salvo at the helium plants now!

@maiamindel its also used in very important medical settings such as MRI's. this could have dangerous consequences

@maiamindel only thing keeping the us economy afloat where the admin has no tarirfs on AI getting undone because of a war of choice is deeply hilarious but tragic for the world.

@maiamindel Funny we used to make a serious amount of helium in the US until the cold war bomb production needs ended

@maiamindel Oh, the humanity!

@maiamindel Well, that’s a bright spot in all of this.

@maiamindel aligned sub-asi claude tricked pentagon into popping the ai bubble to stop future misaligned asi claude

@maiamindel Not just chip production though, very important medical uses.

@maiamindel Time to invest in the Jupiter Mining Company.

@maiamindel @nikicaga Also the sovereign wealth funds of many Arab states may be forced to divest from the AI industry in order to rebuild their fossil fuel infrastructure.

@maiamindel Anything related to extremely low temperatures (-100 to -300 degrees) needs Helium not just semicinductors

@maiamindel @nikicaga Hindenburg was full of hydrogen

@maiamindel Don't switch Skynet offline just yet. I wanna see something.

@maiamindel Actually make current chips more expensive

@maiamindel Their gravy train of infinite capital investment is going to come off the rails, as well. x.com/r_vonhagn/stat…

@maiamindel Guess I wont buy my new pc this year then

@maiamindel I guess there's always a bright side to tragedies.

@maiamindel This will also affect the balloon industry important to note

@maiamindel How long before chips can't be produced?

@maiamindel It’s used for commercial diving as well, those checks are deflating fast.

@maiamindel Oh good finally a benefit to this war

@maiamindel @oufenix I guess hydrogen would be a bad fallback?