The AI trade has been priced like a silicon story. It may be a materials story instead.
“AI uses more minerals than most people realize,” Harvey Kaye, Executive Chairman of U.S. Critical Materials, told Benzinga. Among them are materials like gallium, which have “very few substitutes” if supply tightens.
Often overlooked outside specialist circles, the metal sits at the heart of gallium nitride (GaN)—a technology increasingly tied to high-efficiency power systems in next-generation data centers.
And that’s where Nvidia Corp‘s (NASDAQ:NVDA) ecosystem is beginning to intersect with a potential bottleneck.
Gallium’s Quiet Entry Into The AI Stack
Nvidia’s collaboration with Navitas Semiconductor to develop next-generation 800V HVDC infrastructure brings GaN into sharper …
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