Mines, Minds, and Machines: The Journey of AI
Recorded Future essay traces AI's supply chain from minerals and chips to embodied AI, mapping geopolitical rivalry and cyber operations at every stage.
Recorded Future published an analysis following the supply chain of the fourth industrial revolution: minerals become chips, chips become data centers, and data centers become models that are acquiring physical capabilities. It argues geopolitical rivalry and cyber operations now run along every link, from mine to embodied AI machines.