The closure of the Strait of Hormuz has significantly impacted the helium supply chain, disrupting access to about 30% of global helium production, crucial for semiconductor manufacturing. This crisis has highlighted the resilience of software-centric companies like Datadog and CrowdStrike, which are less affected by supply chain disruptions due to their reliance on pure software solutions rather than physical manufacturing processes.

Datadog reported a remarkable 30% surge in stock price following its Q1 2026 earnings, reflecting a strong revenue growth of 32% year over year, driven by increased demand for its observability platform amid rising AI workloads. Similarly, CrowdStrike’s Q4 results showed a 24% increase in annual recurring revenue, underscoring its relevance in the growing AI cybersecurity landscape. Both companies exemplify how software firms can thrive independently of physical supply chain constraints.

For investors, the takeaway is clear: software companies that provide essential AI infrastructure and security solutions are well-positioned for growth, irrespective of external supply chain challenges. As AI deployments expand, these firms stand to capture a larger market share, making them attractive options in the current environment.

Source: fool.com