https://stephanierebecca.com/categories/supply-chain/Recent content in Supply Chain on Stephanie RebeccaHugoen-gbThu, 03 Oct 2024 00:00:00 +0000https://stephanierebecca.com/posts/ai-supply-chain/Thu, 03 Oct 2024 00:00:00 +0000https://stephanierebecca.com/posts/ai-supply-chain/<h2 id="last-year-went-down-the-rabbit-hole-on-earth-materials-and-how-they-fit-into-the-theme-of-supply-chain-demand-particularly-with-the-growth-of-compute-required-ai-defense-contracts-heavily-depend-on-lithium-especially-for-electronic-components-and-warfare-applications-currently-the-us-mainly-rely-on-outsourcing-lithium-from-countries-such-as-china-and-australia">Last year, went down the rabbit hole on earth materials and how they fit into the theme of supply chain demand, particularly with the growth of compute required AI. Defense contracts heavily depend on lithium, especially for electronic components and warfare applications. Currently, the US mainly rely on outsourcing lithium from countries such as China and Australia.</h2> <h3 id="core-components-of-ai-compute"><strong>Core Components of AI Compute</strong></h3> <p>At the heart of systems are powerful computing units that require a variety of minerals and materials:</p>