The AI economy runs on helium. The Iran war just created a $650 billion problem
- Posted on April 22, 2026
- By Fortune
- 0 Views
- 1 min read
The AI economy runs on helium. The Iran war just created a $650 billion problem
"Helium doesn’t get much attention in the AI supply chain, but it should," says Moody's David Pan. "There is no viable substitute at scale."
