The artificial intelligence race is a much a scramble for physical resources as it is a contest to maximize computing capabilities.
The AI boom has fueled a fresh surge of demand for rare earth minerals, key components at the heart AI technology and hardware, but the global market for these materials is highly complex and easily disrupted.
“These scarce, highly concentrated inputs are extremely vulnerable to disruption, making them the new battlegrounds for AI…
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https://www.businessinsider.com/ai-rare-earth-metals-tech-data-centers-lithium-cobalt-china-2025-5