AI is about to get a lot more expensive as Taiwan (TSMC) and other South East Asian chip manufacturers don't get their Natural Gas or the Natural Gas they need becomes really expensive.
I'd be interested to see if the actual cost of AI will actually have any impact on how often CEOs end up talking about it. In my experience, there's a certain level of assessment that goes into whether or not a line item on your expenses is considered a problem or an investment. If you can still hand wave your way into convincing investors that $200K in AI credits replaces 3 $200K/year software engineers, even though it used to be $100K for the same amount of credits, you might be fine. At some point, some part of that equation will likely fall out of favor with investors or the math will no longer work out, and maybe it's the cost of natural gas or helium.
>AI is about to get a lot more expensive as Taiwan (TSMC) and other South East Asian chip manufacturers don't get their Natural Gas or the Natural Gas they need becomes really expensive.
Also, before the war Trump got GCC countries to promise they will invest $ 2 billion into AI. Now those money will probably not come anymore.
Also, the power will get more expensive, so running AI data centers will be more expensive.
Not sure about GCC countries not paying. Vassals don't really get a say in anything. As for oil and gas deliveries, that is where "force majeure" can be activated.