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AI Runs on Electricity: Also on Cobalt, Copper, and Geopolitics
Artificial intelligence is often described in abstract terms: algorithms, models, and data. Yet behind every AI data center sits a vast physical infrastructure built from mined minerals, manufactured chips, and globally distributed supply chains. As AI data centers expand rapidly, sustainability discussions are shifting from electricity and water toward a deeper question: what material resources make this digital ecosystem possible, and how resilient and responsible are those supply chains?