China dominates the minerals that power AI. But one company claims there’s enough supply on the ocean floor to last for hundreds of years

Fortune Term SheetMay 15, 2026
aimineralssupply-chainocean-resourcesgeopolitics

As the demand for minerals essential to AI infrastructure surges, a new company claims that the ocean floor holds enough supply to meet this need for centuries. Currently, China dominates the market for critical minerals like copper, cobalt, and lithium, which are vital for data centers and AI systems. This situation raises concerns about supply chain vulnerabilities and geopolitical dependencies in the tech industry.

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