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Committees With Teeth: Lithium Stakes, AI Cities, and Memory as the New Bottleneck
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Powell stayed vague on timing while the real moves went physical: the U.S. weighing a 10% stake in a Nevada lithium mine, OpenAI–Oracle rolling out five new “AI cities,” and Micron confirming HBM is sold out into 2026. We translate it into action—lock critical supply, reserve compute where geography wins, and install governance that makes irreversible decisions fast instead of scheduling more meetings.
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