01/10/2026
AIโs next decade wonโt just run on software. It will run on critical minerals.
As global investment in AI and data centres accelerates, the physical infrastructure behind it is driving demand for the metals that power, connect and cool the technology.
One of the most strategically important is gallium โ essential to high-efficiency semiconductors and a market where China currently dominates global supply.
With data centre demand for gallium projected to grow significantly by 2030, securing new sources outside China is becoming increasingly important to global technology and defence supply chains.
For Nimy Resources (ASX: NIM), this places our JORC Inferred Mineral Resource for gallium at Block 3, within the Mons Project in Western Australia, at the intersection of technology growth, critical mineral security and the push for diversified Western supply.
Our latest article explores the scale of the AI infrastructure build-out, why gallium matters, and where Nimy could fit into this rapidly evolving global market.
Read the full article: https://zurl.co/ID2D1