The Cutthroat Battle to Become America's Rare-Earth Champion
Micron ranks as third-most-profitable U.S. company after Nvidia and Google, as big tech pays premium prices for AI memory components. This signals AI economics are concentrating in infrastructure layers, with chip makers capturing value and service providers facing persistent cost inflation.
The Cutthroat Battle to Become America's Rare-Earth Champion
A fight between two of the U.S.'s biggest rare-earths companies illustrates the stakes behind the effort to loosen China's hold on the sector.
Chip Makers Are Profiting Off AI at the Expense of Just About Everyone Else
We are witnessing an extraordinary transfer of cash from the providers of AI-and, perhaps one day, AI users-to memory-chip makers.
The Baby Formula Probe Produced a Pile of Evidence. Then the DOJ Dropped the Case.
The Cutthroat Battle to Become America's Rare-Earth Champion
A fight between two of the U.S.’s biggest rare-earths companies illustrates the stakes behind the effort to loosen China’s hold…
Anthropic Dispatches Staff to D.C., Racing to Resolve AI Export Restrictions
Anthropic Dispatches Staff to D.C., Racing to Resolve AI Export Restrictions
Shares of U.S.-listed companies related to the rare earth supply chain climbed on Monday.
Semiconductor-related companies that use rare earth metals in their products could face headwinds as China cracks down on its…
