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Charted: The Minerals Powering the AI Boom

From elements.visualcapitalist.com

The artificial intelligence boom is driving an unprecedented buildout of data centers across the United States. Behind every AI model and cloud server sits a complex web of minerals that make modern computing possible. From semiconductors to cooling systems, these materials form the backbone of digital infrastructure. This chart breaks down the critical minerals used in AI data centers—and how reliant the U.S. is on imports for each. The data for this visualization comes from the U.S. Geological Survey (USGS). Semiconductors are the “brains” of AI data centers—and they are highly import dependent. The U.S. is 100% ... (full story)

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  • Category: Fundamental Analysis