How frustrating is it that you don't own your entire supply chain. How much of an issue is the same power you have to give to third parties. Oh.So, look, look, I think it's important to understand that every single part of this ecosystem is dependent upon other parts of the ecosystem. Nobody controls the entire supply chain. And that's just the nature of doing business at this scale.On projects that are as complicated as whether it's, you know, you know, the the the design and architecture of the chips thro ...

Core Insights - The company emphasizes the complexity of managing a supply chain and acknowledges that no single entity can control the entire ecosystem, highlighting the importance of partnerships [1][2] - The company has made significant progress in diversifying its client base, reducing reliance on any single client from 85% to a maximum of 35% of revenue, down from 50% in the previous quarter [9][10] - The company is actively working to mitigate supply chain delays by building its own data centers and diversifying its data center providers, ensuring that no single provider accounts for more than 20% of its power delivery [10][13] Supply Chain Management - The company recognizes the challenges posed by supply chain issues and is continuously developing procedures to address potential future delays [8] - A self-build organization has been established to enhance the company's ability to deliver data centers, allowing for better problem-solving during construction [13] - The company is focused on scaling operations, which will reduce the relative impact of delays at any single site on overall performance [14] Government and Regulatory Engagement - The company advocates for government involvement in expediting permitting processes and infrastructure development to alleviate supply chain headaches [16] - There is a belief that government can play a significant role in facilitating infrastructure connections to the grid, which is crucial for the industry [16] Client Contracts and Opportunities - A notable contract with Nvidia allows the company to deliver compute resources while retaining the flexibility to repurpose capacity for new startups and companies in need [19] - This contract is seen as a strategic opportunity to support emerging companies and enhance the overall ecosystem [19][20] - The company is experiencing overwhelming demand for infrastructure, particularly in the AI sector, which exceeds the market's capacity to deliver [22][23]

The government has played a role in critical infrastructure builds. Our public submission (posted on our blog) shares our thinking and suggests ideas for how the US government can support domestic supply chain/manufacturing.This is very in line with everything we have heard from the government about their priorities. We think US reindustrialization across the entire stack--fabs, turbines, transformers, steel, and much more--will help everyone in our industry, and other industries (including us).To the degre ...

Japan and the US will join forces to extract rare earths in the waters around a small island in the Pacific, after the two allies struck an agreement to work together to cut their reliance on China for the critical mineral https://t.co/wULRp6X3Kr ...

RT Chef Andrew Gruel (@ChefGruel)The same problem we’re seeing with flooding the market with foreign beef already happened in seafood.Over 80% of America’s seafood is imported, not because we can’t fish, but because our industry’s been strangled by regulation while other nations dump junk here under shady labels, sketchy labor, and zero oversight.Then we’re told: “We can’t supply Americans with enough U.S. seafood.” That’s nonsense. We have some of the most sustainable fisheries on the planet.We just need t ...

India’s top solar panel maker Waaree says it is reconfiguring its supply chain in an attempt to get around steep US import tariffs and keep supplying to a country that accounts for nearly 60% of its orders https://t.co/ozyjudxp56 ...

Trade Policy - China has agreed to suspend rare-earth export controls for one year [1] Rare Earth Metals - The report focuses on China's dominance of the rare-earth supply chain [1]

Rare earths buyers around the world will have to accept premium prices to get secure and stable supplies from outside China, according to the head of Australia’s Lynas Rare Earths https://t.co/y7KUPrcgA6 ...

Building an alternative rare-earths supply chain is a daunting task with little room for error, writes @MartinShanghai https://t.co/rNpU2ReYBW ...

A wave of US rare-earth magnet plants is underway as the country scrambles to build its own supply chain, spurred by China's export curbs and surging global demand https://t.co/gWAUAz8vDX ...