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AMERICANTHINKER - Artificial Intelligence and Raw Materials

123net Will the AI boom crash against the cliffs of physical reality, or does free-market capitalism still hold undiscovered paths to reduce or bypass scarcity in copper, power grids, transformers, and semiconductors?

NYTIMES (Alan Rappeport and Tony Romm) - Trump to Unveil $12 Billion Critical Minerals Stockpile

The “Project Vault” initiative is intended to reduce U.S. reliance on China for key technology components.

AI:President Trump is set to unveil "Project Vault," a massive $12 billion initiative designed to establish a national stockpile of critical minerals. This strategic move aims to break the Chinese stranglehold on essential technology components and secure American industrial independence by ensuring domestic access to the raw materials necessary for high-tech manufacturing.Open

NYTIMES (Lydia DePillis and Ana Swanson) - Trump’s Trade Policies Sort Manufacturers Into Winners and Losers

Tariffs have protected some companies, but more often they’ve hit the parts and materials many factories need to make finished goods.