Samsung, SK Hynix, and TSMC depend on oil, gas, helium, sulphur, and bromine coming from the region, or through the Strait of Hormuz.
Marko Papic, chief strategist at BCA Research … predicts a severe hit to chip production if the strait isn’t back in operation within a month.
Could mean higher PC component prices, or even a halt in production. Could mean global recession.
There is no “AI Boom”. It’s merely a manufactured narrative.
Ai rug pull bubble brought to you by crypto scam coin
Systemic contagion: Every dollar invested is levered to the tits.
AI boom is a poor choice of words, even though it’s intentional. And I don’t believe the article’s starting paragraph
For more than three years, AI has propped up global trade and investment and pushed stock markets from the US to Asia to record highs.
However, there is a boom in investment in AI, whether that actually yields anything or not. I read the article as meaning derailing that.
The consequences outlined in the rest of the article look to be agnostic to productivity
And a cautionary tale for green transition…
Oh no. Higher pc component prices! Somebody hasnt shopped computer recently.

Chop chop the clock is ticking and not in your favour.
I want to launch a satellite that eats other satellites and poops out figurines of little hands flipping off so the whole night sky can be a giant fuck you to these morons.
I’ve got $3.50 I can donate to the cause
Intentional Kessler syndrome?
Global find out phase sounds good to me. We shouldn’t be inflicted on the rest of the universe, recent events make that abundantly clear.
Don’t threaten me with a good time
إِنْ شَاءَ ٱللَّٰهُ
The American war
Uh huh, wait until China seizes TSMC and the depleted US Navy just has to sit there like pikachu
TSMC has their infra rigged to blow. Naive to think they’d let the Chinese have it
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