AI竞赛步入“资源争夺战”，美国欲拉八国签协议

Group 1 - The U.S. is seeking agreements with eight allied nations to strengthen the supply chain for critical minerals and computing chips necessary for artificial intelligence technology [1][2] - This initiative continues efforts from the Trump administration aimed at restructuring critical mineral supply chains to reduce foreign dependency and compete in AI and green industries [1][2] - The meeting to kick off this initiative is scheduled for December 12 at the White House, involving officials from the U.S., Japan, South Korea, Singapore, the Netherlands, the UK, Israel, the UAE, and Australia [1][2] Group 2 - The U.S. is forming a "critical minerals trading club" to facilitate the extraction and processing trade of critical minerals among Western nations, with the ultimate goal of leading the AI competition [2] - Previous initiatives included the U.S. Department of State's "Energy Resources Governance Initiative" and the "Mineral Security Partnership" (MSP) under the Biden administration, focusing on securing supply chains for minerals like lithium and cobalt [2] - The current plan emphasizes collaboration with producing countries, differing from the previous administration's broader focus [2][3] Group 3 - The new initiative will cover all levels of AI technology, unlike earlier plans that were limited to critical minerals [3] - The U.S. aims to adopt a "U.S.-centric" strategy in AI collaboration with trusted allies, rather than a reactive approach to China [3] - China currently dominates the global rare earth and permanent magnet material refining capacity, holding over 90% of the market, while the second-largest producer, Malaysia, accounts for only 4% [3]