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Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

NOBODY TALKING: Everyone is celebrating the AI boom. Nobody is talking about the supply chain crisis quietly crushing chip margins.

Reporting by CNBC Technology 1 min brief
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The KeyNews take

Why it matters

Geopolitical disruption is creating material shortages for semiconductor production, directly impacting the cost structure and timeline of AI infrastructure buildout. This threatens the capex assumptions underlying current AI valuations.

The key facts

4 to know

  1. Iran conflict creating access constraints on key chip materials

  2. Rising material costs across semiconductor sector

  3. Supply chain pressure on companies powering AI infrastructure

  4. Earnings season rally masking underlying supply vulnerabilities

Go to the source

CNBC Technologycnbc.com

Publisher excerpt: Stocks continue to rally amid the AI boom, but the chip sector is scrambling to shore up access to key materials as costs rise.
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