With a new rare-earths plant in Estonia, Europe is trying to secure a foothold in a supply chain dominated by China. But the factory won’t produce enough to break its dependence on Beijing. https://t.co/7GjmPFgK8A ...

The road to the C-suite rarely follows a straight educational line. While some leaders studied engineering or computer science in their early years, others majored in liberal arts, such as history or philosophy. And a few, like Mark Zuckerberg and Bill Gates, never finished college. Ford CEO Jim Farley took a more traditional approach. As a student at Georgetown University, he studied general business before earning his MBA from UCLA, setting him on a path to climb the corporate ladder. However, if he ha ...

Supply Chain & Partnerships - No single entity controls the entire supply chain, emphasizing the reliance on partners for business at scale [1][2] - The company acknowledges a past issue with a partner but reaffirms their long-standing relationship and expects a rapid resolution [3][4] - A contract delay with a partner is expected to cause a delay in revenue, not a loss, highlighting the nature of working within an ecosystem [5] Diversification & Risk Management - The company is actively diversifying its client base, reducing reliance on a single client from 85% to no more than 35% of its backlog [9] - The company is diversifying its data center providers, with no single provider representing more than 20% of the 2.9 gigawatts of power being delivered over the next 24 months [10] - The company is implementing measures to future-proof against delays, including building a self-build organization for data centers and diversifying data center providers [12][13] Government & Regulatory Support - The company advocates for government assistance in addressing permitting issues and speeding up infrastructure attachment to the grid [16] Market Demand & Capacity - Client demand for infrastructure overwhelms the market's capacity to deliver, indicating a systemic shortage of GPUs and computing infrastructure for AI buildout [22][23] Strategic Initiatives - The company has a contract with Nvidia that allows for repurposing compute to new companies and startups, fostering ecosystem resilience [18][19]

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 ...