The Paradox of Visibility: Why Capital Overfunds AI and Undervalues the Critical Minerals That Power It
Artificial intelligence feels intangible. Cloud computing appears borderless. Digital platforms scale globally with little visible friction. From investor presentations to media narratives, the future is often portrayed as software-driven and capital-light. Trillions of dollars in market value have been created around companies building algorithms, semiconductors, and hyperscale data centers. Resource Capital Overfunds’ 2026 white paper, […]