The Global Information Technology Sector: Structural Pivots and Physical Fragility (Week Ending 13 March 2026)
The global information technology sector is rapidly pivoting toward the “industrialisation of artificial intelligence,” highlighted by massive $650 billion infrastructure investments from leading hyperscalers in 2026. However, this digital expansion faces physical vulnerabilities, notably a geopolitically driven helium shortage currently threatening the entire global semiconductor manufacturing supply chain.





