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Government Investment in Critical Minerals: The U.S. government plans to acquire equity stakes in critical minerals companies to counter China's dominance in supplying rare earth materials essential for high-tech goods and defense systems.

Shift in Investment Strategy: Government investments in public companies are becoming more common, with officials stating that backing U.S. companies is necessary to compete with China in critical industries.

Recent Investments: Over the past year, the Trump administration has invested over $1 billion in various mineral and mining companies, including significant stakes in MP Materials Corp. and Lithium Americas Corp.

Future Opportunities: Investors are looking at additional rare earth producers as the U.S. aims to diversify its supply chain away from China, potentially leading to significant gains for domestic producers.

AI's Energy Challenge: Nvidia CEO Jensen Huang emphasized that the future growth of artificial intelligence will be limited by electricity availability rather than chip supply, predicting that tech companies will increasingly rely on their own nuclear reactors for power.

Nuclear Reactors for Data Centers: Huang envisions small nuclear reactors being installed near data centers to provide on-site power, which could alleviate grid strain and ensure a reliable energy supply for the growing demands of AI workloads.

Google's Nuclear Initiatives: Google is already moving towards this model, planning to purchase power from small modular reactor developers, with expectations of significant increases in data center electricity use by 2030.

Projected Electricity Demand Growth: U.S. electricity demand is expected to rise significantly, driven largely by data centers, highlighting the urgent need for innovative energy solutions to support the expanding AI industry.