What happens to AI when Oil stops flowing?
March 3, 2026Posted by Federico Ulfo
The escalation of war in Iran is already showing serious consequences for the AI world. Large investments into AI are coming from the UAE. Between many flying Dubai, the future drone attack at the oil refineries, and the lockdown of the Strait of Hormuz, the UAE will be financially strangled and very likely it will close the flow of funds going into Silicon Valley's AI companies. This in combination with other macro-economics and geopolitical issues might cause the AI bubble to pop.
Sources: Predictive History — US - Iran