Five materials, priced or dated.

Every gigawatt of datacenter power is copper — in the transformer, in the busway, and in the run to the rack.

Nuclear baseload is what a datacenter buys when it wants power that does not stop, and every reactor runs on enriched uranium.

GaN power electronics, infrared optics and the solder around them run on gallium, germanium and antimony — and one country decides who may buy them.

Every servo motor in every robot, and every generator in every turbine, is a rare-earth magnet.

Graphite is the anode in the battery storage sitting behind a datacenter, and almost all of it is refined in one place.