Compute Runs on Minerals: Mapping AI's Critical Mineral Exposure in the Age of Pax Silica

Trajectory Labs hosts Noah Chaikin for an in-person Toronto discussion about the physical supply chain behind frontier AI. The session follows AI infrastructure from mining through data centres, looking at minerals used in chips, servers, cooling and power systems, and how concentrated refining can become a geopolitical chokepoint.

The talk connects this exposure to present policy responses, including the U.S.-led Pax Silica initiative and broader efforts to develop trusted AI supply chains. It should be particularly useful to AI-policy practitioners, researchers and technically curious builders who want the infrastructure conversation to include materials and statecraft, not only models and GPUs. The page lists a Toronto location and shares the exact venue through registration.