# 伊朗战争与霍尔木兹海峡关闭扰乱石油、天然气和氦气出口，威胁海湾国家数据中心与投资

- 来源：Epoch AI (@EpochAIResearch)
- 发布时间：2026-04-10 21:43
- AIHOT 链接：https://aihot.virxact.com/items/cmnw1yqia00reslc3pyq3sv35
- 原文链接：https://x.com/EpochAIResearch/status/2042599307493384520

## AI 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。

## 正文

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.