Server racks inside an AI data center
    AI infrastructure

    From the transistor to the transmission line.

    Every layer of an AI data center draws on a different set of critical minerals. Tonnage is dominated by copper and steel; the sharpest supply risks hide in grams of gallium, germanium, indium and rare earths.

    The stack

    Pick a layer to see what it's made of

    Chips & fabs

    Wafers, transistors, interconnects and advanced packaging inside GPUs, CPUs and memory.

    31
    Ga
    GalliumTight

    GaN power transistors raise the efficiency of server power supplies and 800V data-center power architectures; GaAs and InGaAs lasers drive optical transceivers that link GPUs.

    49
    In
    IndiumTight

    Indium phosphide (InP) lasers and photodetectors are the engines of 800G/1.6T optical transceivers in AI networks; indium solders are used in chip thermal interfaces.

    74
    W
    TungstenTight

    Tungsten contacts and vias link transistors to the copper wiring in logic and memory chips; tungsten tooling machines servers and fab equipment.

    32
    Ge
    GermaniumTight

    Germanium-doped glass carries light through the fiber that interconnects AI clusters; SiGe transistors appear in high-speed networking chips.

    14
    Si
    SiliconWatch

    Every GPU, CPU and memory die starts as an ultra-pure silicon wafer; silicon photonics is moving optics onto the chip itself.

    73
    Ta
    TantalumWatch

    Tantalum capacitors stabilize power on GPU boards and servers; tantalum/tantalum-nitride barrier layers sit under copper wiring in chips.

    29
    Cu
    CopperDeficit

    Copper makes up roughly 82–83% of the mineral mass modeled for AI data centers, mostly in grid transmission and distribution; it also forms chip interconnects, busbars, cold plates and rack cabling.

    50
    Sn
    TinWatch

    Tin-based solders attach GPUs, memory and chips to boards; AI servers carry far more solder joints than standard servers.

    2
    He
    HeliumTight

    Fabs use helium for wafer cooling, lithography and inert atmospheres; fiber-optic production uses helium during drawing.

    72
    Hf
    HafniumWatch

    Hafnium oxide gate dielectrics are used in leading-edge logic chips including AI accelerators; also in superalloys for turbines.

    44
    Ru
    RutheniumWatch

    Ruthenium thin films are used in hard-disk media and are a leading candidate to replace copper in the tightest chip interconnects; USGS lists computer chips as a primary use.

    39
    Y
    YttriumTight

    Yttria coatings protect plasma-etch chambers in chip fabs; yttrium-stabilized zirconia in solid-oxide fuel cells.

    21
    Sc
    ScandiumTight

    Solid-oxide fuel cells are being deployed as on-site power for data centers; scandium-aluminum nitride in RF chips.

    58
    Ce
    CeriumWatch

    Cerium oxide slurries polish silicon wafers flat during chemical-mechanical planarization (CMP) in chip fabs.

    51
    Sb
    AntimonyTight

    Flame retardants in cables, plastics and server enclosures; lead-acid backup batteries; antimony dopants and infrared detectors.

    27
    Co
    CobaltDeficit

    Used in high-energy battery cathodes for backup power, in superalloys for gas turbines that power off-grid data centers, and — in tiny amounts — as an interconnect and liner material in advanced chips.

    42
    Mo
    MolybdenumWatch

    Molybdenum is being adopted for advanced chip interconnects and is used in sputtering targets and high-strength steels.

    9
    F
    FluorsparWatch

    Ultra-pure fluorine chemicals etch and clean wafers in every fab; fluorinated fluids and refrigerants cool data centers; LiPF6 battery electrolyte.

    47
    Ag
    SilverWatch

    Silver pastes, contacts and sintering materials in power electronics and chip packaging; silver is the largest input cost in solar cells.

    33
    As
    ArsenicWatch

    GaAs and InGaAs devices in RF and optical components; arsenic is a common n-type dopant in silicon logic.

    SiC
    Silicon CarbideWatch

    SiC power devices in solid-state transformers, high-voltage DC data-center power, inverters and EV chargers.

    46
    Pd
    PalladiumWatch

    Palladium electrodes and plating in multilayer ceramic capacitors (MLCCs) and connectors on server boards.

    5
    B
    BoronWatch

    Boron dopes silicon in every chip; borosilicate glass and boron in NdFeB magnets used in cooling fans and drives.

    70
    Yb
    YtterbiumWatch

    Ytterbium fiber lasers used in precision manufacturing, including electronics.

    22
    Ti
    TitaniumWatch

    Titanium nitride barrier layers in chips and titanium alloys in turbines; mainly aerospace and defense.

    15
    P
    Phosphate & PhosphorusWatch

    LFP (lithium iron phosphate) is the dominant chemistry for stationary storage at data centers; high-purity phosphorus is an n-type dopant.

    77
    Ir
    IridiumWatch

    Crucibles for growing crystals used in electronics; electrolyzers for hydrogen backup power.

    79
    Au
    GoldAdequate

    Gold wire bonding and connector plating in electronics.

    Chokepoints

    AI-critical minerals ranked by supply risk

    Minerals rated Important or Essential for AI infrastructure, sorted by the Critical-Minerals.si risk index (concentration, China share, US import reliance, export controls and market status).

    How the index works
    #MineralAI layersTop producerStatusRisk
    1GaGalliumChips & fabs · Power & grid · Optical networkingChina >99%Tight
    97
    2CGraphiteBackup & storage · Cooling & thermalChina 78%Tight
    87
    3InIndiumOptical networking · Chips & fabs · Cooling & thermalChina 69%Tight
    83
    4YYttriumChips & fabs · Power generationChina 69%Tight
    83
    5WTungstenChips & fabs · Servers & hardwareChina 79%Tight
    80
    6PrPraseodymiumCooling & thermal · Servers & hardwareChina 69%Tight
    78
    7NdNeodymiumCooling & thermal · Servers & hardware · Power generationChina 69%Tight
    78
    8TbTerbiumCooling & thermal · Optical networkingChina 69%Tight
    78
    9DyDysprosiumServers & hardware · Cooling & thermalChina 69%Tight
    78
    10ScScandiumPower generation · Chips & fabsChina Tight
    76
    11GeGermaniumOptical networking · Chips & fabsChina 69%Tight
    75
    12CeCeriumChips & fabsChina 69%Watch
    69
    13ErErbiumOptical networkingChina 69%Watch
    69
    14SbAntimonyServers & hardware · Backup & storage · Chips & fabsChina 36%Tight
    67

    Sources: Resources Policy (2026) — Mineral demand from AI data centers · IEA Global Critical Minerals Outlook 2026 — Executive summary · USGS MCS 2026.