The Hormuz chokehold affects AI funding too (highabsolutevalue.substack.com) AI

The article argues that disruptions to shipping through the Strait of Hormuz could reduce Gulf sovereign wealth funds’ profits and slow their rapidly growing AI investments. It cites estimates that Gulf funds were major sources of AI funding in 2025, but notes that if cross-strait crossings remain sharply lower, less capital may be available for late-2026 and 2027 mega rounds. The piece suggests this could also strengthen Big Tech by limiting competition from better-capitalized regional investors.