The Iran war has shown two things at once. It has shown that AI now matters at operational speed, and it has shown that the material base required to sustain that advantage is narrower and more fragile than U.S. policy has treated it. Strategic reserves for critical semiconductor inputs, more diversified supply chains for industrial gases and specialty chemicals, and a policy framework that treats chip-material security as a national-security problem rather than a procurement footnote are no longer optional. They are part of the price of sustaining an AI advantage in a world where supply chains have become battlefields.

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