China Controls One Pivotal “AI Chokepoint.” Why America Can’t Fix Its Rare Earths Problem Overnight
Quick Read IperionX (IPX) Titan project in Tennessee projects $813M NPV and 39.4% IRR, yet single projects can’t replace China’s multi-decade processing ecosystem. The Pentagon’s FY2027 budget commits $48.8 billion to close the rare earth processing gap China built over decades of institutional know-how. Act now: the analyst who called NVIDIA in 2010 just named…