AI Analytics NVIDIA’s Taiwan Problem: The AI Boom Is Now Dependent on One IslandBy Nigel Pereira0 AI Analytics 5 Mins Read05/27/2026 The global AI boom increasingly depends on a single geopolitically fragile island, turning Taiwan’s chip factories into one of the…
AI Analytics Not Just Oil Part 2: How the Iran War is Disrupting Helium, Chips, and the AI BoomBy Nigel Pereira0 AI Analytics 4 Mins Read03/20/2026 Rising tensions in the Middle East are putting pressure on helium supply, a key input in chipmaking that could ripple…