The Hard Limits Approach: How Energy, Copper, and Rare Earths Will End the American AI Supremacy Illusion

When material physics meets geopolitical friction, no amount of capital can outrun the clock

Ztrader Research · March 24, 2026 · Macro Strategy / Supply Chain Deep-Dive

“The true ceiling on American AI supremacy is not the sophistication of its adversaries — it is the sustainability of the physical infrastructure underpinning the technology itself. When material physics meets geopolitical friction, no amount of capital can outrun the clock.”