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AI and Quantum Tech Could Transform Rare Earth Supply Chains

2/15/2026

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Summary

Story summary

Jack Hidary, CEO of SandboxAQ, says artificial intelligence and quantum computing could reduce the time to secure critical rare earth materials from 10–20 years to a few.
Analysts warn China controls nearly 90% of global capacity for mining and processing rare earths, complicating Western efforts to build independent supply chains.
China’s export bans on heavy rare earth elements heighten strategic tensions.

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Story summary

Jack Hidary, CEO of SandboxAQ, says artificial intelligence and quantum computing could reduce the time to secure critical rare earth materials from 10–20 years to a few.
Analysts warn China controls nearly 90% of global capacity for mining and processing rare earths, complicating Western efforts to build independent supply chains.
China’s export bans on heavy rare earth elements heighten strategic tensions.