Nvidia's AI dominance may hinge on securing rare mineral gallium for next-generation data centers, not just chip manufacturing.

Gallium, a lesser-known metal, is critical for gallium nitride (GaN) technology that powers high-efficiency systems in advanced data centers

Harvey Kaye, Executive Chairman of U.S. Critical Materials, warns that gallium has very few substitutes, making supply constraints a major risk

The AI industry's growth depends more on securing specialized materials than on silicon alone, representing an overlooked vulnerability in the sector

Supply tightness in gallium and other critical minerals could become a bottleneck for AI infrastructure expansion