---
title: "中國在礦物和纖維領域的主導地位引發了對人工智能供應鏈的擔憂"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286658881.md"
description: "中國在關鍵礦物和纖維的供應中佔據主導地位，導致了人工智能供應鏈的依賴性。美國公司正在庫克羣島探索深海採礦，以獲取鈷、鎳和稀土。人工智能數據中心對纖維的需求導致了短缺和價格上漲，從而促使長期供應協議的達成"
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)
---

# 中國在礦物和纖維領域的主導地位引發了對人工智能供應鏈的擔憂

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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