Trump’s demand that Iran surrender its enriched uranium and BofA’s warning of Nvidia output hitting grid-plus-credit walls both trace back to the same physical constraint: the handful of facilities worldwide that can refine or fabricate the ultra-pure materials required for either nuclear fuel rods or leading-edge AI chips. The older headline on the U.S. taking equity stakes in nine quantum firms quietly records the same move—Washington locking down the upstream nodes of exotic materials—while the recent superconductor-semiconductor hybrid preprint shows why those nodes now matter for on-chip entanglement as much as for 3 nm silicon. In each case the bottleneck is not policy rhetoric but the finite number of centrifuges, epitaxial reactors, and isotopically pure targets that can be protected from diversion or export.