The Hormuz chokehold affects AI funding too (highabsolutevalue.substack.com)

• Energy price volatility impacting compute-heavy AI operations
• Semiconductor supply chain vulnerability in maritime corridors
• Shift in venture capital from AI to defensive infrastructure

"Escalating tensions in the Strait of Hormuz are causing ripple effects in the global technology sector. As a critical maritime chokepoint for energy and trade, instability here increases operational costs for AI infrastructure, including power-hungry data centers and semiconductor supply chains. Investors are increasingly pivoting capital away from speculative AI ventures toward traditional infrastructure, threatening long-term technological competitiveness."