Catastrophic Helium Shortage: AI & Crypto at Risk?

"approximately 30 to 33% of the global seaborn helium supply has been effectively removed from the market."

"14% of their helium export capacity was destroyed. Even more terrifying for the global supply chain is the official repair timeline, which is currently estimated to take between three and 5 years to complete."

"Industry analysts indicate that major South Korean chipmakers currently possess an estimated operating buffer of roughly 4 to 6 months."

"Spot prices for industrial helium have already doubled since the crisis began, and credit rating agencies are warning that prolonged outages could push prices 200% higher."

"When the helium shortage inevitably forces chip manufacturers to declare force majour on their component deliveries, the entire artificial intelligence financing structure begins to unravel."

"If hyperscalers cannot secure the physical hardware required to expand their data centers, their aggressively optimistic revenue projections will mathematically collapse."