Just to mention one thing, helium -which is a necessity for chip production- is a byproduct of LNG production. And 20% of that is just gone (Qatar) and the question is how long it will take to get that back. So not only a chip shortage because of AI buying chips in huge volumes but also because production will be hampered.
Tongue in cheek: we urgently need fusion power plants. For the AI and the helium.
Tongue in cheek: we urgently need fusion power plants. For the AI and the helium.