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China’s rare earth export controls threaten enterprise IT hardware supply chains
“AI-first infrastructure rollouts — particularly those involving GPUs, edge accelerators, and high-efficiency cooling — are directly in the crosshairs,” Gogia noted. “So are quantum computing R&D efforts and high-reliability storage systems where thermal and magnetic materials matter.” China, responsible for 70% of global rare earth mining output and 87% of refined supply, poses a serious threat to enterprise IT hardware supply chains with these restrictions — especially for companies with AI-optimized server lines. AI chip…
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