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AI‑focused knowledge centers — the first consumers of high‑bandwidth memory chips — are three to five instances extra power‑hungry than conventional services. With the Strait of Hormuz successfully closed, analysts warn that more than 25% of world helium supply could be cut off for months. Consultants say the Center East performs a far more important function in the chip supply chain than many understand. Shares of main reminiscence makers Samsung and SK Hynix have shed more than $200 billion in combined worth since the war began, despite a sharp rebound on Tuesday. Analysts are warning that a chronic U.S.–Israel warfare with Iran could strain the global semiconductor trade, threatening access to key materials and raising power costs that might dampen demand for the chips powering the artificial‑intelligence increase.
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