Tech investors celebrated a strong earnings season, but geopolitical tensions in Iran are creating new supply-chain risks for companies powering the AI infrastructure boom. Potential disruptions to semiconductor flows and energy costs threaten capital allocation timelines for hyperscalers.
CTOs should expect elevated uncertainty around GPU supply and pricing through mid-2026 as geopolitical risk premia persist. Enterprises may face delayed orders or premium allocations if disruptions escalate, making near-term GPU procurement and negotiation critical.