The AI boom runs on metal. A two-year-old startup just raised $310m to mine it, autonomously, on US soil.
THE SO WHAT
Critical minerals are becoming the upstream choke point for AI—$310m into autonomous US mining is a bet that supply security will command a premium. If your roadmap assumes cheap, abundant GPUs, you now have to care about copper, permitting, and domestic extraction timelines.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechYellow Card CEO on Funding, Stablecoin’s Global Foothold
Yellow Card leaning on USDC rails and building direct on/off ramps across Africa is another data point that 'stablecoin as cross-border backend' is becoming real infrastructure, not a side experiment. If you move money in or out of frontier markets, you should be mapping where stablecoin liquidity already exists and where it can cut settlement time and FX cost.
Deep & Emerging Tech'Generative AI is already changing what malicious software packages look like and how threat actors are beginning to probe AI-based code systems': Amazon flags North Korean hacker group as being behind the surge in open source supply chain attacks
Generative AI is lowering the cost of iterating malware and probing AI-based code systems, while state-linked actors target open-source supply chains. If you ship software, you need SBOMs, dependency scanning, and AI-aware code review in place now—not after your first poisoned package incident.
Deep & Emerging TechPortal Innovations CEO on Future of US Medical Research
A proposed $200 billion annual shift toward individual scientists and private research facilities would rewire US biomedical R&D away from university dominance. If you build tools or platforms for life sciences, this is a cue to deepen offerings for small labs and startups, not just big academic centers.
Deep & Emerging TechSamsung warns RAM-pocalypse could last until 2028 — as its profits continue to rise
A multi‑year memory shortage through 2028 means AI infra and device roadmaps now hinge on RAM, not just GPUs. If you’re building anything compute‑heavy, lock in memory supply and pricing assumptions now or expect margin compression later.