Here's what most investors don't realize:.
There are 3 pillars necessary to establish AI dominance:
- The Chips: The GPUs and semiconductors to train AI
- The Materials: The critical minerals and energy needed to build and run these chips
- And The ‘Fuel’: The datasets needed to actually TRAIN these AI models
The US Government has already started to go all-in on the first two:
#1 - The Chips: The 10% stake in Intel to build chip manufacturing capacity within the US
Right now most of these GPUs are made abroad at companies like Taiwan Semiconductor Manufacturing Company and ASML
If we ever lost access to them because China decides to invade, the US would be screwed
#2 - The Materials: The equity stakes in MP Materials and Lithium Americas - two major critical mineral companies that mine and refine the actual materials needed to make these chips.
China controls 70-80% of global critical mineral production and 90% of processing capacity.
The United States literally can't build AI infrastructure without China's permission.
So what about number 3 - the ‘Fuel’ or the datasets needed to train these models?
Well - that’s where we think the US government will be going next
That's why Trump has been meeting with: