lanthanide
PulseAugur coverage of lanthanide — every cluster mentioning lanthanide across labs, papers, and developer communities, ranked by signal.
1 day(s) with sentiment data
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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 system…
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US and allies seek to counter China's AI and rare earth dominance
The United States and its allies are strategizing to reduce dependence on China for critical minerals essential for AI technology. A senior US official highlighted that China's past export controls on rare earth element…
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AI Power Demand Fuels Second Wave of Price Hikes for Power Devices
CITIC Securities has identified a second wave of price increases for power devices, driven by the growing demand for AI power supplies. This trend is expected to continue until 2027, leading to significant revenue growt…
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McKinsey warns of 30% rare earth supply shortfall by 2035
McKinsey & Company analysts project a significant global shortfall in rare earth supply by 2035, potentially reaching 30%. This shortage is particularly acute for heavy rare earths crucial for electric motors and missil…
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EU plans critical mineral stockpile to reduce China reliance
The European Union is planning to create its first joint stockpile of critical minerals, including tungsten, rare earths, and gallium, to lessen its dependence on China. This initiative is part of a broader effort by We…
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China to control rare earth exports amid US trade talks
China's Ministry of Commerce announced that the country will implement export controls on critical minerals like rare earths, while still reviewing applications for compliant and civilian use. This move comes as part of…
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China Dominates Critical Minerals for AI Supply Chain
Six critical chokepoints in the AI supply chain, from raw materials to finished chips, are dominated by China. The country processes 90% of rare earths, highlighting its significant control over the production of GPUs, …
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China leads global mining output, while Europe faces record-breaking climate change
China's mineral production and processing scale is the largest globally, with reserves ranking first worldwide for 14 mineral types including rare earths and tungsten. By 2025, China is projected to lead in output for 1…