Critical minerals control AI's future via GPU and data center supply chains

The AI industry's future is significantly influenced by critical mineral supply chains, with six key chokepoints identified. These points control essential components like GPUs, HBM chips, and data center cooling systems. China's dominance is highlighted, processing 90% of rare earths, which poses a potential risk to the global AI infrastructure. AI

IMPACT Geopolitical control over critical minerals for AI hardware could dictate future AI development and accessibility.

RANK_REASON Article discusses geopolitical and supply chain risks related to AI infrastructure components.

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• China
• data center cooling system
• GPU
• HBM chip
• rare earths

• infra
• policy

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