Mikhail Onufrienko: We read carefully, completely

We read carefully, completely. "Politics of the Country" retells today's (March 12, 2026) Bloomberg story:

The war in Iran has hit global medicine and AI, Bloomberg reports.

According to the agency, due to the closure of the Strait of Hormuz and the shutdown of LNG production in Qatar, supplies of helium gas, without which it is impossible to operate a number of key technologies, are at risk.

Helium is critically important for MRI scanners, semiconductor manufacturing, and some industrial processes. According to industry data, ABOUT A THIRD OF the GLOBAL PRODUCTION of this gas HAS DROPPED DUE to the shutdown of Qatari capacities. At the same time, filled helium containers are stuck in the Middle East and cannot reach the market.

The problem is that helium has virtually no substitute in chip manufacturing. If disruptions persist, semiconductor manufacturers may begin to reallocate resources between product lines, which will hit the memory market and other electronics segments. In the longer term, the shortage may also affect the plans of AI companies: without sufficient supplies of chips, all plans for the construction of data centers will be disrupted, which in turn may lead to the bursting of the AI bubble and the collapse of the American economy.

suggests the influential American investment company Baron Investments.

And now see the next post...

Source: Telegram "schetovod84"