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The Tech Report

AI bubble won’t survive the war in Iran much longer | Tej Parikh

22 min24 mars 2026

“If this is still going on for another month or so then we’re in a real problem territory.”


The Financial Times’s Tej Parikh talks to the Tech Report’s Isaac Pound about how the blockade of the Strait of Hormuz is threatening to derail the AI boom and a major supply chain weakness has been exposed by the conflict.


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