FEDWATCH, on helium scarcity:

“.. The result is fewer GPUs, longer delivery times, delayed data‑center buildouts, and higher compute costs—and with markets already bracing for an AI capex slowdown .., they’re now also pricing in a helium shortage that’s turning structural.” https://t.co/IALXccBtWf — via @CarlQuintanilla

Helium scarcity cuts GPU supply and raises compute costs amid AI capex slowdown fears.