The Geopolitical Chokepoints of Artificial Intelligence
A guest post by Julian Alexander Brown. Helium, DRAM, HBM and the finite AI race.
Good Morning,
The year 2026 is in many ways the year of AI datacenter and semiconductor bottlenecks. As Nathan Warren over at Exponential View has noted:
⭐ The Helium Shortage
“The Iran War has created a choke point in the supply of helium, a byproduct of natura...
Analyzing the article from a skeptical perspective reveals several patterns of manipulation. The piece employs emotional exploitation through fear appeals, portraying the risks of an AI bubble as imminent and catastrophic. It also uses distortion by presenting a one-sided view of the competitive dynamics between China and the US without acknowledging the potential benefits or advantages for either side.
Furthermore, the article engages in false framing by presenting the competitive situation as ...
