Skip the noise. Get the download . Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the two-week mark. In tech, two areas crucial to the artificial intelligence boom have come to the fore: chipmakers and hyperscalers with massive AI buildout projects in countries that neighbour Iran. A prolonged conflict could impact the semiconductor sector's access to key materials like helium and bromine, my colleagues Arjun Kharpal and Dylan Butts