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AI-chip supercycle reignites — but a cost-of-capital warning too Nvidia's Vera Rubin full production and a GPU shortage drove the chip surge; durability is the question • The Vera Rubin ramp (a big jump in throughput per megawatt vs. the prior generation) and Databricks' "running out of GPUs" confirm strong demand • Goldman's Tim Urbanowicz flagged higher cost of capital as a driver of greater hyperscaler volatility • WATCH: Alphabet and Intel earnings this week are the first test of AI-spending durability China's rare-earth curbs — a supply-chain cost variable China's rare-earth export restrictions widened price gaps, raising material-cost risk for chips and advanced manufacturing • China's export curbs on rare earths opened a sharp price gap • Differences in material-securing ability emerge as a supply-chain and margin differentiator • WATCH: a prolonged curb would pressure costs in material-dependent sectors
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