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The AI Data Center Boom Ignites a Tear in Lithium Shares
Investors fled the stock of lithium mining companies in 2022 and 2023, when the metal’s price plunged about 90% and mines shut down globally. Now they have piled back into the category. The reason: a boom in lithium-ion batteries used to power AI data centers and the electricity grid, and the ...
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theinformation.com
The Electric: The Pentagon Advocates Long-Shot Batteries to Leapfrog China
The Pentagon, pushing back against China’s dominance of the batteries used in electric vehicles, AI data centers, weaponry and almost everything else, is bolstering U.S. efforts…
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The AI Data Center Boom Ignites a Tear in Lithium Shares
Investors fled the stock of lithium mining companies in 2022 and 2023, when the metal’s price plunged about 90% and mines shut down globally. Now they have piled back into the…
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The AI Boom’s Pricey Middle
Baseten’s talks to raise fresh funding at an $11 billion valuation are the latest sign that investors are betting the messy work of helping developers run AI models can become one…
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forbes.com
AI Is More Than A Technology Story, Metals Are Also Winning
Artificial intelligence and associated data centers are seen as a pure technology story, but the next wave of investment opportunity is downstream.