The Hidden Backbone of AI: Which Minerals Power Data Centers?

[Original News >>](https://www.moomoo.com/community/feed/the-hidden-backbone-of-ai-which-minerals-power-data-centers-116329570304006) While markets focus on NVIDIA’s latest chips, OpenAI’s model upgrades, and Big Tech’s capex plans, many investors overlook the most basic driver of the AI boom: **raw materials**. AI does not scale on computing power and electricity alone—it also requires massive physical infrastructure. Every new data center is, in effect, a “super brain” built from **thousands of tons of metals and specialty minerals**. In every gold rush, the “shovel sellers” often profit first. In today’s AI arms race, **companies that control key minerals** are the shovel sellers behind the compute...