AI’s chip supply squeeze
50:28–51:29 · 61s
Turnbull details how helium and petrochemical shortages from Asia’s refineries could cascade into chip constraints, just as firms stay quiet pre-earnings.
50:28–51:29 · 61s
Turnbull details how helium and petrochemical shortages from Asia’s refineries could cascade into chip constraints, just as firms stay quiet pre-earnings.
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