Wire · operational-macro
AI's Hidden Supply Chain: The Critical Minerals Behind the Intelligence Boom
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Fusion42 · 22 October 2026 · Fusion42 review
AI's growth is driving a surge in demand for critical minerals like copper, gallium, and rare earths that are essential for semiconductor manufacturing, power systems, and data center infrastructure, while supply chains remain highly concentrated and vulnerable to disruption.
This Wire brief sits within Fusion42's coverage of AI Infrastructure, Semiconductors and Supply Chain.
◆ ◆ The Wire takeaway
You must now treat access to copper, gallium, and rare earths as a strategic risk that could throttle your AI hardware production. Exploring supply diversification or partnerships with mining and refining players can safeguard your build pipeline for the next AI growth wave.
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1 source · 21 Oct 2026
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