Just to mention one thing, helium -which is a necessity for chip production- is a byproduct of LNG production. And 20% of that is just gone (Qatar) and the question is how long it will take to get that back. So not only a chip shortage because of AI buying chips in huge volumes but also because production will be hampered. Tongue in cheek: we urgently need fusion power plants. For the AI and the helium.
Considering my helium-filled hard drives a strategic reserve now
Non-helium hard drives are basically limited by their bearing spin hours. If one only spins a few hours a week, it'll probably run for decades. Not so with helium.