Matter Over Mind: AI’s 10 Secret Ingredients
It’s well known that AI requires semiconductors and power but try procuring those without inputs including helium and neon.
Menka Bajaj | Haim Israel
Key takeaways
- The next phase of AI deployment will depend on securing scarce elements and scaling them fast.
- These range from critical minerals to gases to specialized materials; all are characterized by concentrated supply, limited substitution and rising policy risk.
- Currently, demand for these continues to outpace both recycling and supply growth.
Read our full analysis for a more in-depth look at these trends.
