In the wave of vying for data dominance, the role of materials has been seriously underestimated. Energy, chips, mineral resources—these seemingly behind-the-scenes elements are becoming the key to determining victory or defeat.

Why? Because data processing and storage require大量 electricity. Blockchain networks like Bitcoin and Ethereum are even more so. At the same time, the expansion of AI model training and cloud computing infrastructure are desperately competing for scarce energy quotas. The lessons from chip shortages are still fresh in mind, and minerals (lithium, cobalt, rare earths, etc.) directly determine the ceiling of hardware capacity.

In other words, whoever controls the supply chain of these materials holds the throat of the data era. This is not only a technological competition but also a deep game of the industrial chain.