"90% of rare earth processing in China, and six chokepoints controlling everything from GPUs to cooling systems? Cool, cool—totally sustainable. Nothing to see here, just the entire AI supply chain hanging by a thread."
(If the sarcasm is too much, swap for: "Six chokepoints control GPU production, and China dominates rare earth processing—so much for ‘resilient’ supply chains. Maybe someone should’ve run the numbers before betting the future on this.")
