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There is an expectation that shipping traffic through the Strait of Hormuz could begin to flow again by mid-June.
The United States is the world's largest supplier of Liquefied Natural Gas (LNG).
Qatar is currently unable to export any of its LNG.
Qatar is considering changing its business model to move away from reliance on the Strait of Hormuz for its LNG exports.
The year-over-year growth in hyperscalers' backlogs accelerated from 28% in Q1 of the previous year to 143% at the end of Q1 of the current year.
Citigroup estimates that $710 billion worth of AI infrastructure will be built this year.
Citigroup estimates that annual spending on AI infrastructure will reach $2.1 trillion by 2030.
The shift to AI is causing a transfer of economics where 90% incremental margins from software and internet services are moving to AI applications with roughly 50% incremental margins.
The 40 percentage point margin difference between traditional software and AI is being captured by infrastructure providers.
For every successful SaaS company, there are now a dozen AI-first, venture-backed competitors emerging in the same vertical.
Qatar and Iran share ownership of the world's largest natural gas field.
Corporate America is successfully maintaining or expanding profit margins despite facing structurally higher energy prices.