---
title: "中国在矿物和纤维领域的主导地位引发了对人工智能供应链的担忧"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286658881.md"
description: "中国在关键矿物和纤维的供应中占据主导地位，导致了人工智能供应链的依赖性。美国公司正在库克群岛探索深海采矿，以获取钴、镍和稀土。人工智能数据中心对纤维的需求导致了短缺和价格上涨，从而促使长期供应协议的达成"
datetime: "2026-05-17T02:57:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286658881.md)
  - [en](https://longbridge.com/en/news/286658881.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286658881.md)
---

# 中国在矿物和纤维领域的主导地位引发了对人工智能供应链的担忧

China's supply edge: China refines most key minerals and leads in fiber production, creating dependencies in the AI supply chain. Deep-sea mining push: U.S. firms are eyeing polymetallic nodules in the Cook Islands to secure decades of cobalt, nickel, and rare earths. Fiber bottlenecks: AI data centers require vastly more fiber, driving shortages, price hikes, and long-term supplier deals.

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