The cascade

A modern supply chain is a sequence of bets on other people's competence. When one link breaks, the disruption travels — often through stages most of the world has never heard of — until it arrives somewhere familiar. Walk one such cascade, step by step.

Figure
1 of 5

Press Next to follow a single helium shortage as it travels through the chain that ends at your AI cluster.

  1. 1
    Helium production tightens in Qatar
    Qatar supplies roughly a third of the world's helium. A maintenance shutdown reduces output for six months.
  2. 2
    SK Hynix throttles HBM lines
    High-bandwidth memory fabrication uses helium for cooling and leak detection. With supply rationed, output drops.
  3. 3
    NVIDIA's H100 supply contracts
    Each H100 GPU is paired with stacks of HBM. Less HBM means fewer finished GPUs leaving TSMC's packaging plants.
  4. 4
    Hyperscaler cluster build-outs slip
    The cloud providers placing orders months in advance now see deliveries pushed out by two quarters.
  5. 5
    Frontier AI training timelines stretch
    An obscure gas in one country has just decided when the next generation of models arrives, everywhere.

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Part of Deeply Interdependent in Ex Machina. Other explorables.