People have noticed that the great AI build-out, including all those data centers, is driving the economy forward, or at least driving a lot of the growth in equity values.

But the Strait of Hormuz crisis, if not ended soon, could put a serious crimp on it. Here’s Ambrose Evans-Pritchard sounding the alarm:

The world has lost 40pc of its helium supply since the start of the Gulf war, first from Qatar and then from Russia. We will find out soon enough whether the global digital economy can shrug off losses on this scale and whether........

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