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📹 Become a Channel Member (Exclusive Videos): / @theinneroperator 📖 Or Join My Patreon (Weekly Newsletter): / theinneroperator 🎙️Subscribe to Memes and Markets: / @memesandmarketspod All Sponsorship & Business Enquiries: keithdenterprise@gmail.com The global race for AI dominance isn’t just about algorithms, talent, or trillion-dollar data centers. It’s about who controls the real choke points. While the United States leads the world in private AI investment, frontier models, and cutting-edge compute, China has spent decades quietly locking down the resources that actually make modern technology possible: rare earth minerals, industrial processing, and energy capacity. In this video, we break down why the U.S. government just announced Project Vault — a $12 billion strategic mineral stockpile designed to protect American industry from supply shocks — and why this move reveals a much deeper vulnerability in the AI race. We explore: Why rare earths aren’t actually “rare,” but processing is How China came to control ~70% of rare earth mining and ~90% of processing Why AI hardware, GPUs, data centers, robotics, EVs, and military systems all depend on these materials How China’s long-term planning and state-directed capital allowed it to dominate energy production and industrial capacity Why tariffs, reshoring, and AI infrastructure could backfire without secure access to critical minerals And why the U.S. is now taking equity stakes in rare earth, mining, and nuclear energy companies This isn’t just about geopolitics — it’s about what this shift means for markets, investments, and your money as the world reorganizes around AI, energy, and raw materials.