According to Reuters, a helium shortage linked to the Middle East conflict has started to affect global tech supply chains. The report says helium is used in cooling, leak detection and precision chipmaking processes, so the squeeze is now reaching semiconductor production directly. 

According to Reuters, China’s chip supply chain is being strained as the AI boom accelerates demand. The reporting describes capacity and upstream constraints as companies race to scale AI workloads. 

According to Reuters, a US judge in San Francisco is hearing Anthropic’s request to undo the Pentagon’s public “supply chain risk” designation. Anthropic is arguing the label is unlawful retaliation tied to its refusal to allow Claude for domestic surveillance or autonomous weapons. 

According to Reuters, OpenAI is offering private equity firms a joint-venture style pitch that includes guaranteed returns and access incentives as it competes with Anthropic for enterprise adoption.

Reuters reports Nvidia used its GTC conference to reinforce a full-stack “AI platform” narrative, including tools aimed at enabling agentic use cases.