Veytics Intelligence
2026-09-24 · Yahoo

AI Data Center Boom Faces This 'Fundamental Trade-off' With China

Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list... Continue Reading

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