cross-posted from: https://programming.dev/post/47611666

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.

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[–] 42 points 6 months ago (1 child)

Bro. It's going to derail everything. Not just AI.

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  • [–] 31 points 6 months ago

    Silver linings, everybody!

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  • [–] 19 points 6 months ago

    Getting off Gas AND AI‽ Getting two birds stoned at once

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  • [–] 14 points 6 months ago (3 children)
  • [–] 13 points 6 months ago (1 child)

    Yay a thing that will hurt everyone a lot and the big tech companies a little. A win is a win amirite

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  • [–] 11 points 6 months ago

    Bring it on. All of these AI companies were already unprofitable and barely skating by on hype before, let's see how they handle increasing costs, hardware shortages, unemployment, and market instability.

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  • [–] 8 points 6 months ago

    Do they mean "How the Iran war could give the AI leeches a scapegoat for their snake oil crashing and burning, like it was always going to"? or is that just too long for a headline

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  • [–] 4 points 6 months ago
    [–] 1 point 6 months ago

    The problem is that any solid prediction in an environment as unstable as this one is like trying to play billiard during a mayor earthquake. It is quite likely that this war will substantially fuck the world economy, and in the long run unleash a boom of renewable energy.

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