In-depth explainers on the topics covered every day in DailySand's intelligence briefing — AI infrastructure, semiconductor supply chains, critical minerals, and capital markets. These articles provide the foundational context for understanding the daily news.
Training and running large AI models requires electricity at a scale that is straining grids, reshaping energy markets, and driving demand for copper, cobalt, and rare earth magnets.
Read article →How to evaluate investment exposure to gallium, germanium, rare earths, copper, and cobalt as AI infrastructure buildout strains mineral supply chains.
Read article →From gallium and germanium to rare earth processing technology — China's export control escalation and what each round means for AI chip supply chains.
Read article →TSMC uses over 200 specialized chemicals, gases, and materials to make a single chip. Here's what the most critical inputs are and why their supply chains matter for AI.
Read article →Building an AI data center requires copper, cobalt, rare earths, and gallium — not just GPUs. Here's the complete minerals supply chain behind every AI training cluster.
Read article →Rare earth elements are inside every AI chip, data center motor, and EV battery. China controls 85% of global supply. Here's what that means for the AI industry.
Read article →China controls 80% of global gallium output and 60% of germanium. Here's why those two numbers matter more to the AI chip industry than Nvidia's latest GPU specs.
Read article →
DailySand