I wonder where critical minerals positioning themselves as enablers of decarbonization efforts the world over, whether data centres & the materials demand arising from this massive growth area is something which will bring back some interest in this sector.
For example :
Microsoft, OpenAI plan $100 billion data-center project, media report says
https://www.reuters.com/technology/microsoft-openai-planning-100-billion-data-center-project-information-reports-2024-03-29/
if this is the scale of investment - data centres, nuclear & firm power supply from generation & e.nergy storage as they'll need massive redundancy for battery backup - this scale of project on its own would need its own vertically integrated raw material supply chain
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