Paper, Silicon, and Crude
Paper, Silicon, and Crude How the Iran Conflict Connects to the AI Supply Chain I. EXECUTIVE SUMMARY On March 1, 2026, the United States and Israel launched a full-spectrum military campaign against Iran — airstrikes on nuclear facilities, missile production sites, and naval assets, concurrent with the confirmed killing of Supreme Leader Khamenei and approximately 40 senior officials. This is not a Soleimani-style targeted strike. It is a stated regime change operation, building on the June 2025 nuclear facility strikes and weeks of visible military buildup. ...