>AI is about to get a lot more expensive as Taiwan (TSMC) and other South East Asian chip manufacturers don't get their Natural Gas or the Natural Gas they need becomes really expensive.
Also, before the war Trump got GCC countries to promise they will invest $ 2 billion into AI. Now those money will probably not come anymore.
Also, the power will get more expensive, so running AI data centers will be more expensive.
Not sure about GCC countries not paying. Vassals don't really get a say in anything. As for oil and gas deliveries, that is where "force majeure" can be activated.
