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Intel lost tens of billions of dollars in potential revenue to NVIDIA and AMD due to its slow entry into the AI market.
The shutdown of liquid and natural gas facilities in Qatar, combined with the closure of the Strait of Hormuz, has created concerns about a shortage of helium for semiconductor manufacturing.
The United States is potentially decades and billions of dollars away from achieving a self-sufficient semiconductor supply chain independent of global partners.
According to Edward Fishman, Iran has secured more significant sanctions relief by closing the Strait of Hormuz for weeks than it did through the 2015 nuclear deal.
China controls an economic choke point by refining 90% of the global supply of rare earth minerals.
Prior to the recent conflict, the Strait of Hormuz served as a geographic choke point for 20% of the world's daily oil and gas supply.
As a result of the recent conflict, Iran can now sell oil directly to the United States and use the American financial system for payment for the first time since 1995.
Iran has asymmetrically closed the Strait of Hormuz using cheap drones and missiles, blocking other nations' oil while its own exports continue at record levels.
Edward Fishman estimates Iran could generate $100 billion in annual revenue by charging ships up to $2 million each to transit the Strait of Hormuz.
Iran possesses enough fissile material to build 10 nuclear bombs, though it has not yet assembled them.
Edward Fishman predicts the next major geopolitical choke point will be clean energy technology, due to China's control over supply chains for electric vehicles, batteries, and solar panels.
Israeli Prime Minister Benjamin Netanyahu stated that Israel is continuing to strike Hezbollah with force and that there is no ceasefire in Lebanon.