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China's Dominant Supply Chain: Two Minor Metals Emerging as AI Bottlenecks
2 hour ago /
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Author：小编
As AI data centers continue to expand, apart from electricity, two other significant natural advantages of China have garnered international attention. IEEE recently highlighted that the elements erbium and yttrium, which have seldom been the focus of the market before, are now in the spotlight. Erbium plays a crucial role in long-distance optical communication networks connecting data centers, while yttrium is essential for gas turbines that power these centers. These elements respectively correspond to the most urgent network and power needs of today's AI infrastructure.
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