From helium extraction in Qatar to shipping lanes in the Strait of Hormuz, the semiconductor industry depends on fragile links across the Gulf. Escalation could ripple through global chip production.

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As the conflict in the Middle East continues to escalate, more than a dozen countries in the region have reportedly been affected by air strikes.

In this episode, our hosts unpack the ongoing conflict in the Middle East, particularly as the AI industry has been entrenching itself with the Department of Defense.

Sources allege the Defense Department experimented with Microsoft’s version of OpenAI technology before the ChatGPT-maker lifted its prohibition on military applications.

ByteDance’s new Seedance 2.0 AI video model seemed unstoppable—until heavy demand strained the company’s compute capacity and copyright complaints began piling up.