AI's Geopolitical Chokepoint
The race for AI supremacy is being fought in the wrong arena. While companies compete on model performance and parameter counts, the real strategic advantage lies buried in processing facilities most tech executives have never visited, handling materials most engineers never think about.
The digital economy rests on a physical foundation that most people in that economy never see. Every ChatGPT query, every autonomous vehicle, every data center promising to reshape civilization depends on copper mined in Chile, lithium extracted in Australia, and rare earth elements processed in facilities that look nothing like Silicon Valley campuses.
This isn’t just a supply chain problem. It’s a fundamental constraint on the speed of AI transformation, and it’s creating geopolitical leverage that operates independently of who has the best models.
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