Epoch AI@EpochAIResearch · XAI 摘要
伊朗战争及霍尔木兹海峡关闭已扰乱油气与氦气出口，威胁海湾地区数据中心与投资。分析指出，长期冲突虽将影响AI供应链，但不太可能彻底阻碍全球计算能力扩张进程。
The Iran War and Hormuz shutdown have disrupted oil， gas， and helium exports and threatened data centers and investments in the Gulf states.
@justjoshinyou13 explores how a prolonged Iran war could affect AI， and why it probably won't completely derail the compute buildout.