Fortune
A global food emergency: Why the closed Strait of Hormuz puts half the world’s calories at risk
The Strait of Hormuz carries a far greater burden than oil — it is a critical artery for the fertilizer shipments that sustain grain production across Asia, Africa, and beyond. Corn, wheat, and rice all depend on tightly timed nutrient delivery, and any prolonged disruption to that supply chain cascades rapidly into crop failure. A closure of the strait would not just spike energy prices; it could trigger a food crisis affecting billions of people who rely on fertilizer-dependent staple crops.
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Fortune
Jet fuel supply disruptions are comparable to 9/11 and could take months to replenish even if Hormuz Strait is reopening, airline trade group warns
Global jet fuel supplies are under severe strain following disruptions tied to the Iran conflict, with IATA chief Willie Walsh warning the situation rivals the shock seen after 9/11. Unlike crude oil, jet fuel lacks strategic reserves, leaving airlines with little buffer as they scramble to secure supply. Even if the Strait of Hormuz reopens, restocking pipelines could take months — a timeline that threatens flight schedules and operational costs worldwide.
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Fortune
Even Nvidia’s own research teams can’t get enough GPUs amid the race for AI computing power
Nvidia finds itself in the unusual position of competing internally for its own hardware, as surging global demand for AI computing power strains GPU supply across the board. The shortage underscores just how fierce the race for AI infrastructure has become—when even the world's dominant chipmaker can't fully supply its own researchers, the rest of the industry faces a steeper climb. It's a striking signal of how thoroughly AI ambition has outpaced the physical capacity to support it.
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Fortune
U.S. government is spending $88 billion a month in interest on national debt—equal to spending on defense and education combined
The U.S. is now burning $88 billion every month simply to service its national debt — a figure that rivals the combined budgets for defense and education. The milestone underscores how decades of deficit spending have created a compounding fiscal trap, diverting enormous resources away from productive government priorities. Budget watchdogs are calling on Congress to overhaul the broken budgetary process before the numbers grow even harder to reverse.
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