The Indium Emergency: Why China’s Export Restrictions May Collapse the AI Data Center Bubble The Coming Supply Chain Collapse No One Is Talking About The AI data center buildout is heading for a catastrophic supply chain collapse, and almost no one in the tech or investment world is talking about it. The bottleneck isn’t energy, water, or even land — it’s a soft, silvery metal called indium. China has placed indium phosphide on its export control list, and this single move will cripple the optical networking that every hyperscale AI data center depends on. The Pentagon is already racing to…
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