In a nutshell: The ongoing AI boom has already inflated the cost of memory, storage, and processors, with effects spilling over to electronics incorporating those components. The impact of AI data center expansion is not expected to subside anytime soon, and to make matters worse, the conflict between the US and Iran threatens to worsen supply chain disruptions while creating new ones.
A hot potato: Microsoft is warning that Russia, China, and Iran are carrying out online cyber and influence efforts ahead of the US election, and there are signs that these campaigns will escalate as November 5 draws closer. While Russia is smearing VP Kamala Harris, China is targeting Republicans critical of the country.