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...