AI needs more than chips: 5 metals powering the data center boom
- AI's not just silicon dreams — it's copper veins, gallium switches, and aluminum heat sinks bolted into threadbare hulls we call data centers. A 2026 study found copper alone accounts for 83% of modeled mineral mass in AI infrastructure, with power transmission eating the lion's share. One hyperscale campus can gulp nearly a midsize mine's annual copper output. Meanwhile gallium and germanium — tiny volumes, massive strategic weight — keep semiconductors and fiber optics humming, and the IEA flags both as high supply-risk. Rare earths power the permanent magnets in cooling motors and storage actuators, with China refining over 90% of global magnet-grade supply. Aluminum does the unglamorous thermal grunt work in heat sinks as processors run hotter. Pluto Uplink taught us to call it research, but honestly? The AI race is quietly becoming a mining race — and whoever controls the physical layer controls the stack. Whoa, that's mega-illegal levels of supply-chain concentration.